M Katherine Liola's Location
Washington, DC, US
M Katherine Liola's Work
- Founding Member at Opscotch @ Opscotch
- Founder and CEO @ Concentric Private Wealth
- Senior Vice President @ Armstrong, Fleming and Moore, Inc.
- Advanced Financial Advisor @ Financial Services Company
M Katherine Liola's Education
- Boston College
BA (Communications)
1997 - 2001 - Our Lady of Good Counsel High School1993 - 1997
M Katherine Liola's Skills
- Estate Planning
- Strategic Financial Planning
- Strategic Financial
- Certified Financial
- Risk Management
- Public Speaking
- Finance
- Deferred Compensation
- Certified Financial Planner
- CRPC
M Katherine Liola's Summary
M Katherine Liola, based in Washington, DC, US, is currently a Founding Member at Opscotch at Opscotch, bringing experience from previous roles at Concentric Private Wealth, Armstrong Fleming and Moore and Ameriprise Financial Services, Inc.. M Katherine Liola holds a 1997 - 2001 BA in Communications @ Boston College. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Strategic Financial, Certified Financial, Risk Management and more, M Katherine Liola contributes valuable insights to the industry. M Katherine Liola has 3 emails on RocketReach.
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