Kathryn Katz is a high-level expert, who works in J.p. Morgan main office of which is in 4. on the position of Executive Director - Wealth Advisor from 2018. This expert has earned professional experience in more than six positions at various companies. Kathryn Katz went to the Loyola University Chicago and got education from 2007 to 2010. Detroit, Michigan is the city, where this person was lastly known to live. This professional's email address and phone number can be easily accessed through this website on demand.
Name variants:
Katherine Katz
Last updated May 31, 2024
Contact Information
Workplace
Executive Director - Wealth Advisor
New York, NY
Industry
Financial Services, Mudjacking, Concrete Repair, Stamped Concrete, Hardscaping
Colleagues
Work History
Development Director
287 Columbus Ave, Boston, MA 02116
City Year is an education-focused, nonprofit organization that partners with public schools to help keep students in school and on track to graduate. In communities across the United States ...
Jan 2017 — May 2018
Partner
660 Woodward Ave, Detroit, MI 48226
Counsel individuals on various aspects of estate and wealth transfer planning, including the preparation of wills and trusts, and the formation and operation of private foundations and publi...
Jan 2015 — Jan 2017
Associate: Trusts and Estates
660 Woodward Ave, Detroit, MI 48226
Sep 2010 — Dec 2014
Education
2007 — 2010
2002 — 2006
Occupations
Executive
Chief Executive Officer
Advisor
Development Director
Corporate Executive
Chief Executive
HR Manager
Skills
Nonprofits
Charitable Trusts
Revocable Trusts
Estate and Gift Taxation
Board Governance
Estate Tax Planning
Estate Planning For Same Sex Couples
Charitable Giving
Private Foundations
Corporate Social Responsibility
Social Entrepreneurship
Appraisals
Long Term Care Planning
Family Business Succession Planning
Estate Tax Audits
Gift Tax Audits
Tax Exempt Entity Formation and Compliance
Probate Administration
FAQs about Kathryn Katz
What's the main profession of Kathryn Katz?
Kathryn is a Executive Director - Wealth Advisor.
What jobs is Kathryn Katz a professional at?
Kathryn is proficient at such jobs as Executive and Chief Executive Officer.
Where does Kathryn Katz currently live?
Detroit, Michigan is the place where Kathryn Katz lives
Where did Kathryn Katz work?
This expert worked at J.p. Morgan, City Year.
Where has Kathryn Katz studied?
Kathryn studied at the Loyola University Chicago from 2007 to 2010.
What languages does Kathryn Katz speak?
Kathryn Katz speaks Spanish.
Are there any industries Kathryn Katz is connected to?
Kathryn works in Banking industry.
What are the skills of Kathryn Katz?
Kathryn has skills in the following areas: Nonprofits, Charitable Trusts, Revocable Trusts, Estate and Gift Taxation, Board Governance, Estate Tax Planning, and Estate Planning For Same Sex Couples.