Katrina Stump's Location
Portland, OR, US
Katrina Stump's Work
- Financial Advisor @ RBC Wealth Management
- Financial Advisor, Assistant Vice President @ Merrill Lynch
- Marketing Assistant @ Smith Freed Eberhard
- Branch Administrative Assistant @ Propel Insurance
Katrina Stump's Education
- Santa Clara University
Bachelor's Degree
2005 - 2009
Katrina Stump's Skills
- Estate Planning Services
- Customized Wealth Strategies
- Family Wealth Management Strategies
- Family Wealth Transfer
- Goals Based Wealth Planning
- Financial Advising
- Financial Management Strategies
- Investment Advice
- Wealth and Investment Management
- Wealth Management and Retirement Planning
Katrina Stump's Summary
Katrina Stump, based in Portland, OR, US, is currently a Financial Advisor at RBC Wealth Management, bringing experience from previous roles at Merrill Lynch Wealth Management, Smith Freed & Eberhard and Propel Insurance. Katrina Stump holds a 2005 - 2009 Bachelor's Degree @ Santa Clara University. With a robust skill set that includes Estate Planning Services, Customized Wealth Strategies, Family Wealth Management Strategies, Family Wealth Transfer, Goals Based Wealth Planning and more, Katrina Stump contributes valuable insights to the industry. Katrina Stump has 2 emails on RocketReach.
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