Kathryn H.

Kathryn H

CIMA, CHFC, CDFA, MBA
Dallas, Texas, United States

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Work Experience

ISC Group, Inc.

Regional Vice President

2017-01-01 - Present

State Farm

FSA

2008-07-01 - 2016-12-01

Merrill Lynch

CIMA, CHFC, CFM, CDFA, MBA Financial Advisor

2004-05-01 - 2008-07-01

Oppenheimer & Co

Financial Advisor

2001-01-01 - 2004-01-01

Prudential Securities

Financial Advisor

1996-01-01 - 2001-01-01

Skills

retirement planning investments securities financial services financial advising fiduciary services cash reserve management

Languages

No Languages Available