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Kathy Duffy Location
McLean, VA, US
Kathy Duffy Work
2015 -now CEO and Founder @
2006 -now President and Founder @
Kathy Duffy Education
Penn State University
Bachelor of Science (BS) (Business Administration)
Kathy Duffy Skills
Retirement Planning
Financial Planning
Wealth Management
Mutual Funds
Retirement
Financial Services
Investments
Financial Advisory
Portfolio Management
Fiduciary Services
401k/403b Management
College Education Planning
Asset Management
Marketing
Microsoft Excel
Public Speaking
Entrepreneurship
Social Media Marketing
SEO
New Business Development
Kathy Duffy Summary
Kathy Duffy, based in McLean, VA, US, is currently a CEO and Founder at Safe Harbor Partners. Kathy Duffy brings experience from previous roles at Independence Wealth Advisors, Inc.. Kathy Duffy holds a Bachelor of Science (BS) in Business Administration @ Penn State University. With a robust skill set that includes Retirement Planning, Financial Planning, Wealth Management, Mutual Funds, Retirement and more. Kathy Duffy has 4 emails and 2 mobile phone numbers on RocketReach.
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