Mitch Katz Email & Phone Number
Partner and Co-Founder @ Capital Associates LLC
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Mitch Katz Location
- Bethesda, MD, US
Mitch Katz Work
- 1998 -now Partner and Co-Founder @
- 2002 -now Financial Adviser @
- 2000 -now Agent @
Mitch Katz Education
- University of Maryland
Bachelor of Arts (BA)
1993-1998
Mitch Katz Skills
- Retirement Planning
- Investments
- Estate Planning
- Retirement
- Insurance
- Wealth Preservation Planning
- Thought Leadership
- Risk Management
- 401(k) Rollovers
- Education Funding
- Asset Allocation
- Wealth
- Marketing
- Strategic Planning
- Management
- Finance
- Profit
- 401k Rollovers
- Financial Advisory
- Financial Analysis
- Marketing Strategy
- Wealth Management
- Startups
- Microsoft Excel
- 401 Rollovers
Mitch Katz Summary
- Mitch Katz, based in Bethesda, MD, US, is currently a Partner and Co-Founder at Capital Associates, LLC. Mitch Katz brings experience from previous roles at Eagle Strategies, LLC and New York Life Insurance Company. Mitch Katz holds a 1993 - 1998 Bachelor of Arts (BA) @ University of Maryland. With a robust skill set that includes Retirement Planning, Investments, Estate Planning, Retirement, Insurance and more. Mitch Katz has 3 emails and 1 mobile phone numbers on RocketReach.
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