Katherine Simson's Email & Phone Number
Senior Financial Advisor at Upsteam Investment Partners
Katherine Simson Email Addresses
Katherine Simson's Work Experience
Upsteam Investment Partners
Senior Financial Advisor
July 2015 to Present
Clear Strategy Retirement Group
Owner, Financial Professional
April 2013 to July 2015
Landmark Retirement Planning
Owner, Investment Executive
January 2011 to April 2013
Hallmark Retirement Planning
Registered Principal
June 2004 to January 2011
Prudential Investments
Director of Marketing Communications
January 2000 to January 2001
The Bank of New York
AVP, Product Management
January 1996 to January 2000
The Chase Manhattan Bank
AT, Global Investor Services
January 1995 to January 1996
Morgan Stanley Trust Company
Marketing Associate
January 1993 to January 1995
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Katherine Simson's Education
University of Hawaii at Manoa
Bachelor of Arts, French Literature
March 1976 to March 1981
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Frequently Asked Questions about Katherine Simson
What company does Katherine Simson work for?
Katherine Simson works for Upsteam Investment Partners
What is Katherine Simson's role at Upsteam Investment Partners?
Katherine Simson is Senior Financial Advisor
What is Katherine Simson's personal email address?
Katherine Simson's personal email address is k****[email protected]
What is Katherine Simson's business email address?
Katherine Simson's business email address is katherine.simson@***.***
What is Katherine Simson's Phone Number?
Katherine Simson's phone (313) ***-*768
What industry does Katherine Simson work in?
Katherine Simson works in the Financial Services industry.
Katherine Simson's Professional Skills Radar Chart
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Katherine Simson's Estimated Salary Range
Katherine Simson Email Addresses
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Katherine Simson's Ranking
Ranked #279 out of 5,572 for Senior Financial Advisor in Michigan
Katherine Simson's Personality Type
Extraversion (E), Sensing (S), Thinking (T), Perceiving (P)
Average Tenure
2 year(s), 0 month(s)
Katherine Simson's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 87% chance that Katherine Simson is seeking for new opportunities
Top Searched People
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Katherine Simson's Social Media Links
/in/katherinesimson /school/uhmanoa/