Name variants:
Katherine Lester
Last updated May 31, 2024
Contact Information
Workplace
Senior Vice President, Financial Advisor
Chicago, IL
Industry
Venture Capital & Private Equity, Private Equity Firm
Colleagues
Work History
Senior Vice President, Financial Advisor
227 west Monroe St SUITE 1900, Chicago, IL 60606
Provide comprehensive financial advisory services. Including but not limited to college education funding, retirement investing, estate planning and retirement planning
from Oct 2019
Senior Vice President, Wealth Advisor
500 west Jefferson St, Louisville, KY 40202
Specialities: Retirement planning, asset allocation, cash flow analysis, investment recommendations, and professional account management for individual and institutional investors. I provide...
Jun 2012 — Oct 2019
Senior Vice President, Financial Consultant
901 east Byrd St, Richmond, VA 23219
Specialities: Retirement planning, asset allocation, cash flow analysis, investment recommendations, and professional account management for individual and institutional investors.
Sep 2004 — Jun 2012
Education
1995 — 1997
1971 — 1975
Occupations
Executive
Senior Vice President
Financial Broker
Financial Consultant
Advisor
Sales Specialist
Agent
Sales Agent
Vice President
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Sales Representative
Skills
Investment Management