Katrina Wilson Email & Phone Number

VP, Compliance Officer @ Concurrent

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Katrina Wilson's Location

United States

Katrina Wilson's Work

VP, Compliance Officer @ Concurrent
Branch Manager @ Raymond James
Senior Registered Client Associate @ Raymond James

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Senior Registered Client Associate, Vice President @ Wells Fargo Advisors
Control Specialist, Vice President @ Wells Fargo Advisors
Senior Registered Client Associate, Vice President @ Wells Fargo Advisors

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Katrina Wilson's Education

Wayne State University
MBA (Finance)
2002 - 2005
Wayne State University
BS (Finance)
1998 - 2002

Katrina Wilson's Skills

Financial Advisory
IRAs
Investment Strategies

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Retirement
Fixed Income
Equities

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Katrina Wilson's Summary

Katrina Wilson, based in United States, is currently a VP, Compliance Officer at Concurrent, bringing experience from previous roles at Raymond James and Wells Fargo Advisors. Katrina Wilson holds a 2002 - 2005 MBA in Finance @ Wayne State University. With a robust skill set that includes Financial Advisory, IRAs, Investment Strategies, Retirement, Fixed Income and more, Katrina Wilson contributes valuable insights to the industry. Katrina Wilson has 2 emails on RocketReach.

Katrina Wilson Email Address

Found 2 email address listings:

Katrina Wilson Phone Number

Found 1 phone number:

314875XXXX

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