Katie Pearson Email & Phone Number
Vice President and Administrative Complex Manager @ RBC Wealth Management
Katie Pearson's Location
United States
Katie Pearson's Work
- Vice President and Administrative Complex Manager @ RBC Wealth Management
- Vice President and Complex Risk Officer @ Morgan Stanley
- Vice President and Complex Risk Officer @ Morgan Stanley
- Assistant Vice President and Branch Administrator @ Smith Barney
- Assistant Vice President and Senior Assistant Operations Manager @ Citi Smith Barney
- Registered Sales Assistant @ Smith Barney
Katie Pearson's Education
- Wittenberg University
Bachelor of Arts (B.A.) (Economics and East Asian Studies)
1976 - 1980 - Tahanto Regional High School
Katie Pearson's Skills
- FINRA Series 3, 7, 9, 10, 63
- Equities
- Mutual Funds
- Series 63
- Securities
- Investments
- Series 66
- Compliance
- Alternative Investments
- Articulate Communicator
Katie Pearson's Summary
Katie Pearson, based in United States, is currently a Vice President and Administrative Complex Manager at RBC Wealth Management, bringing experience from previous roles at Morgan Stanley, Morgan Stanley Wealth Management, Smith Barney and Citi Smith Barney. Katie Pearson holds a 1976 - 1980 Bachelor of Arts (B.A.) in Economics and East Asian Studies @ Wittenberg University. With a robust skill set that includes FINRA Series 3, 7, 9, 10, 63, Equities, Mutual Funds, Series 63, Securities and more, Katie Pearson contributes valuable insights to the industry. Katie Pearson has 5 emails and 1 mobile phone number on RocketReach.
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