Katie Bruner Email & Phone Number
SVP, LPL Capital Partners @ LPL Financial
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Katie Bruner Location
- Sacramento, CA, US
Katie Bruner Work
- SVP, LPL Capital Partners @ (August 2024 - Present)
- Co-Owner and President, SkyView Holdings @ (January 2022 - January 2024)
- President @ (January 2020 - January 2024)
- Managing Partner @ (January 2018 - January 2020)
- Director - National Accounts @ (January 2005 - January 2018)
- Senior Retirement Counselor @ (January 2001 - January 2005)
- Client Services @ mPower, Inc. (January 2000 - January 2001)
Katie Bruner Education
- University of California, Berkeley
B.A. (Economics)
Katie Bruner Skills
- Strategy
- Strategic Planning
- Team Building
- Investments
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
Katie Bruner Summary
- Katie Bruner, based in Sacramento, CA, US, is currently a SVP, LPL Capital Partners at LPL Financial. Katie Bruner brings experience from previous roles at SkyView Partners, SkyView Investment Bank and Principal Global Investors. Katie Bruner holds a B.A. in Economics @ University of California, Berkeley. With a robust skill set that includes Strategy, Strategic Planning, Team Building, Investments, Asset Allocation and more. Katie Bruner has 4 emails and 1 mobile phone numbers on RocketReach.
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