Kathryn Wallace Email & Phone Number

Senior Vice President, Regional Managing Director, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth

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Kathryn Wallace's Location

Philadelphia, PA, US

Kathryn Wallace's Work

Senior Vice President, Regional Managing Director, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Senior Vice President, Wealth Regional Director With Bb and T Wealth Division @ BB&T
Senior Vice President, Private Advisor Regional Director With Bb and T Wealth Division @ BB&T

Senior Vice President, Chief Administrative Officer and Deputy Director of Wealth Management Sales @ Valley Forge Asset Management
Senior Vice President of Operations and Client Services @ Valley Forge Asset Management

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Kathryn Wallace's Education

Temple University
Bachelors (Media Studies, Communication)
1997 - 1999
La Salle University
(Media Studies, Communication)
1995 - 1997

Kathryn Wallace's Skills

Investments
Asset Management
Equities

Portfolio Management
Wealth Management
Financial Analysis
Mergers and Acquisitions
Strategic Planning
Marketing
Project Management

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Kathryn Wallace's Summary

Kathryn Wallace, based in Philadelphia, PA, US, is currently a Senior Vice President, Regional Managing Director, Truist Investment Services, Inc., Truist Wealth at Truist Wealth, bringing experience from previous roles at Bb&t and Valley Forge Asset Management. Kathryn Wallace holds a 1997 - 1999 Bachelors in Media Studies, Communication @ Temple University. With a robust skill set that includes Investments, Asset Management, Equities, Portfolio Management, Wealth Management and more, Kathryn Wallace contributes valuable insights to the industry.

Kathryn Wallace Phone Number

Found 1 phone number:

610207XXXX

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