Katie Thomas's Location
Philadelphia, PA, US
Katie Thomas's Work
- Principal @ Mill Creek Capital Advisors
- Vice President @ Mill Creek Capital Advisors
- Vice President @ J.P. Morgan Private Bank
- Senior Investment Management Associate @ Convergent Wealth Advisors
- Vice President; Premier Banking and Investments @ Bank of America
Katie Thomas's Education
- Penn State University
B.S. Accounting
2000 - 2004 - Clearfield Area High School1996 - 2000
Katie Thomas's Skills
- Investments
- Sales
- Wealth Management
- Financial Modeling
- Financial Advisory
- Equities
- Series 7
- Project Management
- Fixed Income
- Microsoft Excel
Katie Thomas's Summary
Katie Thomas, based in Philadelphia, PA, US, is currently a Principal at Mill Creek Capital Advisors, LLC, bringing experience from previous roles at Mill Creek Capital Advisors, LLC, J.P. Morgan Private Bank, Convergent Wealth Advisors and Bank of America. Katie Thomas holds a 2000 - 2004 B.S. Accounting @ Penn State University. With a robust skill set that includes Investments, Sales, Wealth Management, Financial Modeling, Financial Advisory and more, Katie Thomas contributes valuable insights to the industry. Katie Thomas has 2 emails and 1 mobile phone number on RocketReach.
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