Katie Wagner's Location
Bloomfield Hills, Michigan, United States
Katie Wagner's Work
- Financial Advisor @ Diversified Portfolios, Inc
- Assistant Vice President, Portfolio Manager @ Colorado State Bank and Trust
- Investment Specialist @ BNY Mellon
Katie Wagner's Education
- Cornell University
Bachelor Of Arts (Economics, Psychology)
Katie Wagner's Skills
- Advisory
- Investment Planning
- Planning
- Support
Katie Wagner's Summary
Katie Wagner, based in Bloomfield Hills, Michigan, United States, is currently a Financial Advisor at Diversified Portfolios, Inc, bringing experience from previous roles at Colorado State Bank and Trust and Bny Mellon. Katie Wagner holds a Bachelor Of Arts in Economics, Psychology @ Cornell University. With a robust skill set that includes Advisory, Investment Planning, Planning, Support and more, Katie Wagner contributes valuable insights to the industry. Katie Wagner has 3 emails on RocketReach.
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