Since 2019, Karen Wawrzaszek has been working in Eugene and Agnes E. Meyer Foundation. This expert is a high-skilled Member Board of Directors and Investment Committee with over 24 years of work experience. According to Karen's resume and work profile, this person has worked at more than 12 places with diverse backgrounds and gained different skills. Karen attended school at the Wichita State University. This expert has professional certification in Certified Financial Planner and Certified Trust Financial Advisor. Karen can be found in Washington, DC – where this person currently lives. You can search for the professional's phone number and email. We can also provide you additional contact information upon request.
Name variants:
Karin Wawrzaszek,
Karyn Wawrzaszek,
Kari Wawrzaszek,
Karrie Wawrzaszek
Last updated May 25, 2024
Contact Information
Last Update
Jul 5, 2022
Email
kw**@rockco.com
Location
Washington, DC
Workplace
Member Board of Directors and Investment Committee
Washington, DC
Industry
Philanthropy, Nonprofit Trust Management
Colleagues
Work History
Member Board of Directors and Investment Committee
from Jun 2019
Managing Director
New York, NY
Senior Wealth Advisor and thought leader for impact investing and complex financial planning.
Sep 2015 — Nov 2018
Principal and Senior Director of Financial Planning
8444 Westpark Dr SUITE 610, Mclean, VA 22102
As the firm’s Senior Director of Financial Planning, I provide strategic financial planning leadership and ESG & impact investing expertise to individuals, families, and institutions.
from Nov 2018
Co-Founder and Chief Executive Officer
The Pomona Society is a diverse collective of Women in Impact in Washington, D.C. who collaborate to affect system change for women and families through four distinct pillars. We believe tha...
from Mar 2018
Managing Director
1 Pitcairn Pl SUITE 3000, Jenkintown, PA 19046
As head of DC office and lead advisor to multi-generational family members, I consulted with families on complex planning matters related to their investments, closely-held businesses, and e...
Aug 2011 — Sep 2015
Treasurer and Board Member
We mobilize our community to ensure that economically vulnerable women and girls in the Washington DC region have the resources they need to thrive. http://thewomensfoundation.org/
from May 2014
Finance Committee and Board Member
P/O Box 6398, Bellevue, WA
I am dedicated to helping EDVP utilize capital resources efficiently to ensure sustainability and growth of critical social programs.
Aug 2009 — Aug 2011
Director
388 Greenwich St, New York, NY 10013
Specialist delivering financial planning and private wealth management solutions with a globally oriented focus. Specifically worked with bankers to build a financial planning focus.
Jan 2010 — Jul 2011
Vice President and Client Advisor
801 2Nd Ave SUITE 1600, Seattle, WA 98104
Multi-Family Office specializing in Investment Management and Wealth Transfer Solutions with a focus on legacy planning and impact and mission related investing.
Jul 2008 — Dec 2009
Vice President and Private Client Manager and Trust Officer
Advisor of Trust and Investment solutions to ultra high net worth clients of the U.S. Trust, Bank of America Private Wealth Management Division. Served as project manager lead on several mer...
Jul 1997 — Jun 2008
Occupations
Executive
Senior Director
Professor
School Principal
Board Member
Chief Executive Officer
Advisor
Leader
Senior Manager
Operations Manager
School Administrator
Educational Manager
Management Team Executive
Corporate Executive
Chief Executive
Managers
Skills
Impact Investing
Investment Management
Wealth Management
Wealth
Asset Management
Investments
Asset Managment
Estate Planning
Securities
Philanthropy
Charitable Planning
Finance
Portfolio Management
Trusts
Asset Allocation
Alternative Investments
Investment Strategies
Investment Advisory
Hedge Funds
Mutual Funds
Retirement Planning
Strategic Financial Planning
Equities
Financial Advisory
Plannning
Financial Planning
Private Equity
Strategic Planning
Financial Analysis
Fixed Income
Nonprofit Management
Management
Public Speaking
Asset
Wealth Management Services
Family Governance
Financial Literacy Training
Multi Generational Wealth Transfer
Socially Responsible Investing
Etfs
FAQs about Karen Wawrzaszek
What is the main profession of Karen Wawrzaszek?
Karen is a Principal and Senior Director of.
What jobs is Karen Wawrzaszek a professional at?
Karen is proficient at Executive and Senior Director jobs.
Where does Karen Wawrzaszek currently live?
Washington, DC is the place where Karen Wawrzaszek lives
Does Karen have the email address?
kw**@rockco.com is The professional's email address.
How many companies did Karen Wawrzaszek work at?
The professional worked at 12 jobs.
What education does Karen Wawrzaszek have?
Karen studied at the Wichita State University.
What are the certifications of Karen Wawrzaszek?
This professional received the following certifications: Certified Financial Planner and Certified Trust Financial Advisor.
Are there any professional industries Karen Wawrzaszek works in?
This professional works in Investment Management industry.