Kim Katz Email & Phone Number
Principal, Financial Advisor- Private Client Group at Bernstein Investment Research and Management @ Bernstein Investment Research and Management
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Kim Katz Location
- New York, NY, US
Kim Katz Work
- 1989 -now Principal, Financial Advisor- Private Client Group at Bernstein Investment Research and Management @
Kim Katz Education
- Vassar College
Bachelor's Degree
- New York University
Master of Business Administration (M.B.A.)
Kim Katz Skills
- Asset Allocation
- Portfolio Management
- Mutual Funds
- Series 7
- Investments
- Wealth Management
- Financial Analysis
- Financial Modeling
- Asset Management
- Equities
- Microsoft Office
- Project Management
- Business Analysis
- Fixed Income
- Sales
- Strategic Planning
Kim Katz Summary
- Kim Katz, based in New York, NY, US, is currently a Principal, Financial Advisor- Private Client Group at Bernstein Investment Research and Management at Bernstein Investment Research and Management. Kim Katz holds a Bachelor's Degree @ Vassar College. With a robust skill set that includes Asset Allocation, Portfolio Management, Mutual Funds, Series 7, Investments and more. Kim Katz has 2 emails and 1 mobile phone numbers on RocketReach.
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