Kathy C
Financial Consultant at Fidelity Investments | San Francisco Bay Area
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Financial Consultant at Fidelity Investments in March 2020 to Present
Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch in January 2015 to March 2020
Investment Specialist at American Century Investments in April 2014 to July 2014
Investment Counselor at Fisher Investments in July 2006 to February 2008
Financial Advisor at Ameriprise Financial Services, Inc. in October 2002 to July 2006
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The University of Texas at Austin, Bachelor’s Degree
University of Illinois Urbana-Champaign, Master’s Degree
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Leadership
Sales
Public Speaking
Research
Marketing
Investments
Data Analysis
Business Development
Business Planning
Banking
Financial Modeling
Marketing Strategy
Sales Management
Risk Management
Market Research
Quantitative Research
Capital Markets
Portfolio Management
Financial Reporting
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Salesforce.com
Team Building
Sales Presentations
Coaching
Cross-functional Team Leadership
Lead Generation
Negotiation
English
Mandarin
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Discover more about Fidelity InvestmentsWhat is Kathy P C email address?
Email Kathy P C at [email protected]. This email is the most updated Kathy P C's email found in 2026.
How to contact Kathy P C?
To contact Kathy P C send an email to [email protected]. (updated on August 26, 2024)
What company does Kathy C work for?
Kathy C works for Fidelity Investments
What is Kathy C's role at Fidelity Investments?
Kathy C is Financial Consultant
What is Kathy C's Phone Number?
Kathy C's phone (**) *** *** 345
What industry does Kathy C work in?
Kathy C works in the Financial Services industry.
Kathy C Email Addresses
Kathy C Phone Numbers
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