Katie Salter Email & Phone Number
Principal, Senior Vice President @ Evensky & Katz / Foldes Wealth Management
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Katie Salter Location
- Lubbock, TX, US
Katie Salter Work
- Principal, Senior Vice President @ (October 2010 - Present)
- Manager of Accounting @ Covenant Medical Group (January 2008 - January 2010)
- Senior Financial Analyst @ Covenant Health System (January 2006 - January 2008)
- Senior Accountant @ Durbin & Company (January 2003 - January 2006)
Katie Salter Education
- Baylor University
BA (Accounting and Finance)
1998-2003
Katie Salter Skills
- Strategic Financial Planning
- Financial Analysis
- Investments
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Asset Management
- Financial Advisory
- Investment Strategies
- Investment Management
- Financial Planners
- Wealth Management Services
- Estate Planning
- Financial Planning
- Strategic Planning
Katie Salter Summary
- Katie Salter, based in Lubbock, TX, US, is currently a Principal, Senior Vice President at Evensky & Katz / Foldes Wealth Management. Katie Salter brings experience from previous roles at Covenant Medical Group, Covenant Health System and Durbin & Company. Katie Salter holds a 1998 - 2003 BA in Accounting and Finance @ Baylor University. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Investments, Asset Allocation, Mutual Funds and more. Katie Salter has 2 emails and 1 mobile phone numbers on RocketReach.
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