Katie Randall Email & Phone Number
Wealth Planner | Partner @ Prime Financial Group
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Katie Randall Location
- Springfield, MO, US
Katie Randall Work
- 2021 -now Wealth Planner | Partner @
- 2015 -2021 Lead Advisor @
- 2012 -2015 Investment Advisor @
- 2010 -2012 Investment Analyst @
- 2006 -2010 Investment Analyst @
Katie Randall Education
- Missouri State University
Bachelor Of Science (General Business, Finance)
2002-2005
Katie Randall Skills
- Developing Client Relationships
- Financial Planning
- Holistic Financial Planning
- Professional Women
- Asset Allocation
- Relationship Management
- Alternative Investments
- Fixed Income
- Equities
- Investments
- Analysis
- Investment Strategies
- Mutual Funds
- Investment Management
- Asset Management
- Investment Advisory
- 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 Developing Client Relationships, Financial Planning, Holistic Financial Planning, Professional Women, Asset Allocation and more. Katie Randall has 3 emails and 1 mobile phone numbers on RocketReach.
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