Kathryn Wakefield's Location
Belchertown, Massachusetts, United States
Kathryn Wakefield's Work
- Director of Advanced Sales @ MassMutual
- Counsel @ Bulkley Richardson
- Director - Estate and Business Planning @ MassMutual
- Senior Ilit Specialist @ The MassMutual Trust Company, F.S.B.
- Compliance Specialist @ MassMutual
- Financial Advisor @ American Express Financial Advisors
Kathryn Wakefield's Education
- The American College
CLU ( Financial Planning and Services)
2011 - 2012 - Western New England University School of Law
JD ( Law)
2004 - 2007 - University of Massachusetts, Amherst
B.A. ( Sociology and Criminal Justice)
1998 - 2002
- Cornell University
Law ( Legal Studies)
1997 - 1997
Kathryn Wakefield's Skills
- Estate Planning
- Tax
- Series 7
- Trusts
- Licensing
- FINRA
- Insurance
- Investments
- Long-term Care
- Securities
Kathryn Wakefield's Summary
Kathryn Wakefield, based in Belchertown, Massachusetts, United States, is currently a Director of Advanced Sales at Massmutual Financial Group, bringing experience from previous roles at Bulkley Richardson, Massmutual Financial Group and Massmutual Trust Company. Kathryn Wakefield holds a 2011 - 2012 CLU in Financial Planning and Services @ The American College. With a robust skill set that includes Estate Planning, Tax, Series 7, Trusts, Licensing and more, Kathryn Wakefield contributes valuable insights to the industry. Kathryn Wakefield has 1 email on RocketReach.
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