Catherine M. Mathis, Financial Architect at Berkeley Advisors, Inc.

Catherine M. Mathis

Financial Architect at Berkeley Advisors, Inc. | Atlanta, Georgia, United States

Profile last verified July 2026
Financial Services Verified Profile Atlanta, Georgia, United States Oglethorpe University
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Personal Email

***@gmail.com

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Phone Number

(404) ***-*870

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Catherine M. Mathis Socials
Catherine M. Mathis Work Experience

Financial Architect at Berkeley Advisors, Inc. in December 2004 - Present

Manager, Channel Partners at Celtsoft, Inc/ CS Capital Solutions, Inc. in September 2004 - May 2007

Group Vice President at SunTrust Bank in December 1995 - July 2004

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Senior Vice President & General Mgr. at AmTrade International Bank in January 1986 - January 1995

Catherine M. Mathis Education

Oglethorpe University, Certified Financial Planner Program

Georgia State University, MBA

Sewanee-The University of the South, B.A.

Catherine M. Mathis Skills
Personal Financial Planning Investment Management Retirement Planning College Education Planning Commercial Banking International Banking Services Credit Analysis
Catherine M. Mathis’s Colleagues
Michael Scharff

Michael Scharff

Berkeley, California, United States

Chief Executive Officer, Non-Profit leader, investor and advisor

The Freight & Salvage Coffeehouse is a nonprofit community arts organization dedicated to promoting public awareness and understanding of traditional music—music that is rooted in and expressive of the great variety of regional, ethnic, and social cultures of peoples through...

Mark Sanders

Mark Sanders

Lynnwood, Washington, United States

Business Growth & Profitability | Economic Development | Sales Development | Management Consulting

Independent consulting for small businesses to accelerate net-new growth and profitability.

Peter Mantas

Peter Mantas

Tucson, Arizona, United States

Serial Entrepreneur & Intrapreneur | Mentored +3,000 Startups in +20 Ecosystems | Startups Raised +$420M with +$11B Impact | Tech Hub Builder | Committed NetWeaver | Educator | Survivor | CEO | MBA

C-Suite Advisors is a boutique management consultancy. We are a collective of CEO experts that help other CEOs and their c-suite colleagues to focus, find optimal solutions, quickly capture their most significant opportunities and successfully resolve their most critical issue...

Matthew Sagehorn

Matthew Sagehorn

Charlotte, North Carolina, United States

Commercial Real Estate Investment Sales

Berkeley Capital Advisors is a retail investment brokerage firm that deals exclusively in the representation of income-producing real estate. Since 1997, Berkeley Capital Advisors has closed 3,010 separate transactions with $18.9 billion in total sales volume. We consistently ...

Taylor Mathis

Taylor Mathis

Atlanta, Georgia, United States

Financial Architect at Berkeley Advisors, Inc

Building strategies to help families achieve their financial goals.

Please be advised that presently Taylor Mathis works for Berkeley Advisors, Inc., a Registered Investment Adviser. No part of this communications should be construed as an offer to sell any security or provid...

Laura Tyson

Laura Tyson

Berkeley, California, United States

Distinguished Professor of the Graduate School, UC Berkeley

Senior Fellow at European University Institute
(Feb 2025 – Present)

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Frequently asked questions about Catherine M. Mathis

What is Catherine M. Mathis email address?

Email Catherine M. Mathis at [email protected]. This email is the most updated Catherine M. Mathis's email found in 2026.

How to contact Catherine M. Mathis?

To contact Catherine M. Mathis send an email to [email protected].

What industry does Catherine M. Mathis work in?

Catherine M. Mathis works in the Financial Services industry.

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