Sarah-Katherine Rhodes Email

Chief Compliance Officer @ COLONY FAMILY OFFICES, LLC

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Sarah-Katherine Rhodes's Location

Charlotte, North Carolina, United States

Sarah-Katherine Rhodes's Work

Chief Compliance Officer @ COLONY FAMILY OFFICES, LLC
Family Services Coordinator @ GenSpring - SunTrust Private Wealth
Director of Financial Planning @ Carolina Capital Consulting

Business Support and Analyst @ Bank of America

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Sarah-Katherine Rhodes's Education

Unc Kenan - Flagler Business School
Master of Business Administration (Leadership, Business Administration, Management, Finance, Business Administration and Management)
2017 - 2018
Queens University of Charlotte
Bachelor of Arts (English)
2001 - 2005
South Mecklenburg High School
1997 - 2001

Sarah-Katherine Rhodes's Skills

Alternative Investments
Estate Planning
Leadership

Banking
Information Security
Client Relationship Building
Public Speaking
Accounting
Personal Tax Planning
Estate Tax Planning

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Sarah-Katherine Rhodes's Summary

Sarah-Katherine Rhodes, based in Charlotte, North Carolina, United States, is currently a Chief Compliance Officer at Colony Family Offices, bringing experience from previous roles at Genspring - Suntrust Private Wealth, Carolina Capital Consulting and Bank of America. Sarah-Katherine Rhodes holds a 2017 - 2018 Master of Business Administration in Leadership, Business Administration, Management, Finance, Business Administration and Management @ Unc Kenan - Flagler Business School. With a robust skill set that includes Alternative Investments, Estate Planning, Leadership, Banking, Information Security and more, Sarah-Katherine Rhodes contributes valuable insights to the industry. Sarah-Katherine Rhodes has 1 email on RocketReach.