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Katie Carver Location
Leawood, KS, US
Katie Carver Work
Vice President and Chief Operating Officer @ (October 2021 - Present)
Director of Client Solutions and Marketing @ (October 2025 - Present)
Director of Quality Assurance @ (February 2018 - October 2021)
Director of Data Analytics and Integrations @ (February 2018 - October 2021)
Compliance Director of Social Media @ (September 2018 - August 2019)
Director of Trading and Investments @ (June 2014 - February 2018)
Director of Operations and Analytics @ (June 2012 - June 2014)
Director of Trading and Operations @ (January 2010 - June 2012)
Business Operations Manager @ (November 2008 - June 2010)
Katie Carver Education
University of Kansas
Katie Carver Skills
Financial Analysis
Investments
Asset Management
Equities
Trading
Finance
ETFs
Asset Managment
Financial Reporting
Accounting
Microsoft Excel
Process Improvement
Project Management
Operations Management
VBA
Series 65
Estate Planning
Financial Planning
Portfolio Management
Financial Services
Mutual Funds
Katie Carver Summary
Katie Carver, based in Leawood, KS, US, is currently a Vice President and Chief Operating Officer at Nuance Investments, LLC. Katie Carver brings experience from previous roles at Nuance Investments, LLC, Creative Planning Inc. and Creative Planning. Katie Carver holds a University of Kansas. With a robust skill set that includes Financial Analysis, Investments, Asset Management, Equities, Trading and more. Katie Carver has 2 emails and 3 mobile phone numbers on RocketReach.
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