K

Katie Exchange's email & phone

Position:Financial Advisor | Relationship Manager at CAPTRUST
Experience:12 years
Location:Portland, Maine Metropolitan Area, United States

How to contact Katie Exchange

Found email address for Katie Exchange:
Found phone number for Katie Exchange:
Found social network links for Katie Exchange:
GitHub
Skype
YouTube
Instagram
Searching for Katie Exchange profiles

0% completed

Looking for a different Katie Exchange?
Sign up to search for other Katie Exchange's across our 850M+ professionals database

Work Experience

Financial Advisor | Relationship Manager at CAPTRUST

Nov 2024 - Current

Vice President, Wealth Manager at Boston Financial Management, LLC

Sep 2023 - Nov 2024

Associate Wealth Manager at Boston Financial Management, LLC

Jun 2019 - Sep 2023

Client Service Associate at Boston Financial Management, LLC

Sep 2018 - Jun 2019

Account Officer at F.L.Putnam Investment Management Company

Oct 2014 - Aug 2018

Katie Exchange started working in 2014, then the employee has changed 2 companies and 4 jobs. On average, Katie Exchange works for one company for 2 years 3 months.

Education

Bachelor's degree at University of Maine

Frequently Asked Questions

What is Katie Exchange's minimum period of employment in the companies?

Katie Exchange's minimum period of employment in various companies is 9 months.

What is Katie Exchange's average duration of employment for different companies?

On average, Katie Exchange works for one company for 2 years 6 months

What industries has Katie Exchange worked in?

Katie Exchange works in the Financial Services.

What positions has Katie Exchange held before?

Previously, Katie Exchange worked as a Vice President, Wealth Manager, and Associate Wealth Manager, and Client Service Associate, and Account Officer.

How do I contact Katie Exchange?

Katie Exchange's email address is **@captrust.com, phone number is +1-***-***-4419. Sign up to get contact details.

Who is the Co-Founder & CEO of the CAPTRUST?

The Co-Founder & CEO of the CAPTRUST is J. Fielding Miller

Who are Katie Exchange's peers at other companies?

Katie Exchange's peers at other companies are Ayush Dwivedi

Similar profiles

Name
Company
Position
A
Financial Advisor | Relationship Manager

Other employees at CAPTRUST

Name
Company
Position
C
Defined Contributions Intern
D
Senior Tax Associate
T
Senior Client Management Consultant

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP