Katie Bruner Email & Phone Number
SVP, LPL Capital Partners @ LPL Financial
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Katie Bruner Location
- Sacramento, CA, US
Katie Bruner Work
- 2024 -now SVP, LPL Capital Partners @
- 2022 -2024 Co-Owner and President, SkyView Holdings @
- 2020 -2024 President @
- 2018 -2020 Managing Partner @
- 2005 -2018 Director - National Accounts @
- 2001 -2005 Senior Retirement Counselor @
- 2000 -2001 Client Services @ mPower, Inc.
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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