Katie Randall Email & Phone Number
Wealth Planner | Partner @ Prime Financial Group
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Katie Randall Location
- Springfield, MO, US
Katie Randall Work
- Wealth Planner | Partner @ (November 2021 - Present)
- Lead Advisor @ (March 2015 - November 2021)
- Investment Advisor @ (July 2012 - February 2015)
- Investment Analyst @ (August 2010 - July 2012)
- Investment Analyst @ (October 2006 - September 2010)
Katie Randall Education
- Missouri State University
Bachelor Of Science (General Business, Finance)
2002-2005
Katie Randall Skills
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Developing Client Relationships
- Equities
- Financial Planning
- Fixed Income
- Holistic Financial Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Professional Women
- Relationship Management
- Wealth Management
Katie Randall Summary
- Katie Randall, based in Springfield, MO, US, is currently a Wealth Planner | Partner at Prime Capital Investment Advisors. Katie Randall brings experience from previous roles at Brighton Jones, Fisher Investments, Arnerich Massena, Inc and CTC | myCFO. Katie Randall holds a 2002 - 2005 Bachelor Of Science in General Business, Finance @ Missouri State University. With a robust skill set that includes Alternative Investments, Analysis, Asset Allocation, Asset Management, Developing Client Relationships and more. Katie Randall has 3 emails and 1 mobile phone numbers on RocketReach.
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