We found the following information about Catherine Estevez at Oportun, where this professional has worked as a Store Team Lead since 2018. Catherine's total work experience is over 21 years, during which time this person had at least eight jobs at different companies to develop skills. Catherine Estevez studied at the Northeastern University from 2013 to 2014. Catherine has studied English and Spanish. Catherine Estevez can be found in New York, New York – where the professional currently lives. You can search for this person's phone number and email. We can also provide you with additional contact information upon request.
Name variants:
Cathryn Estevez,
Catheryn Estevez,
Catharine Estevez,
Cathleen Estevez,
Cat Estevez,
Cattie Estevez,
Catty Estevez,
Cathie Estevez,
Cathy Estevez,
Cassie Estevez,
Kit Estevez,
Kitty Estevez,
Kittie Estevez,
Caty Estevez,
Kate Estevez
Last updated Jul 04, 2024
Workplace
Colleagues
Work History
Store Team Lead
2 Circle Star Way, San Carlos, CA 94070
Managing Store Operations/Personnel while sharing Oportun’s mission of providing inclusive, affordable financial services that empower our customers to build a better future.
from Sep 2018
Director of Operations
33 Wood Ave south, Iselin, NJ 08830
I currently manage all aspects of back office operations for the Registered Investment Advisor- Bravias Financial and Financial Plan Design. I design financial plans based on client data and...
Nov 2015 — Sep 2018
Director of Research
222 Broadway SUITE 1845, New York, NY 10002
Oct 2014 — Jun 2015
Section Manager- Inquiry Response Team; Associate Brown Brothers Harriman
140 Broadway, New York, NY 10005
Manage, coach and develop a team of 14 Corporate Actions Inquiry Response Specialists (specializing in Income, Tax, Corporate Actions Events) ensuring that information transmitted to institu...
Sep 2008 — Jul 2014
Director-Rex Wealth Global Management
4 Campus Dr, Parsippany, NJ 07054
Manage/monitor staff of 7, coordinating workflows between planning, client service and insurance departments to deliver finalized plans, reviews and overall client service.
Jul 2005 — Sep 2008
Sales Support To Senior Vice President; Operations and Retirement Specialist
May 2001 — Apr 2004
Service Associate and Training Coordinator and Retirement Specialist
420 Montgomery St, San Francisco, CA 94129
Jun 1997 — May 2001
Education
2013 — 2014
2004 — 2007
Occupations
Executive
Team Leader
Accountant
Finance and Accounting Specialist
Director of Operations
Financial Broker
Portfolio Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Investment Analyst
Financial Analyst
Skills
Bloomberg
Asset Allocation
Equities
Fixed Income
Insurance
Management
Mutual Funds
Trading
Training
Investments
Asset Management
Hedge Funds
Series 7
Leadership
Banking
Series 63
Financial Services
Securities
Microsoft Excel
Sales
Microsoft Office
Customer Service
Finance
Risk Management
FAQs about Catherine Estevez
What's the main profession of Catherine Estevez?
Catherine is a Store Team Lead.
What jobs is Catherine a professional at?
Catherine is a professional such jobs as Executive and Team Leader.
Where does Catherine Estevez live?
New York, New York is the place where Catherine Estevez currently lives
Where did Catherine Estevez work?
The expert worked at Oportun, Bravias Financial.
Where has Catherine Estevez studied?
Catherine studied at the Northeastern University from 2013 to 2014.
What languages does Catherine Estevez speak?
Catherine Estevez speaks English and Spanish.
What is professional industry that Catherine Estevez worked in?
This person works in Financial Services industry.
What are professional skills of Catherine Estevez?
Catherine Estevez has such skills as Bloomberg, Asset Allocation, Equities, Fixed Income, Insurance, Management, Mutual Funds, Trading, Training, Investments, Asset Management, Hedge Funds, and Series 7.