Katie Connors is a high-skilled professional, who works in Chase Investment Services as a Assistant Vice President since 1997. This person gained professional experience in more than two positions at different companies. Katie Connors went to the Loyola University Maryland and received education from 1987 to 1991. Islip Manor, New York is the area, where the professional was known to be situated. This expert's email address and number are easily accessed through this website on demand.
Name variants:
Katherine Connors,
Kathleen Connors,
Katja Connors
Last updated May 30, 2024
Contact Information
Last Update
Jul 7, 2022
Email
kc**@avz.com
Location
Islip Manor, NY
Company
Chase Investment Services Corp
Workplace
Assistant Vice President
Work History
Partner
25 Suffolk Ct, Hauppauge, NY 11788
Served a primary role in establishing AVZ Wealth Management, LLC in 1999 and is the first female Partner of the Firm. Expertise in managing client assets as well as providing other services ...
from May 1999
Education
1987 — 1991
Occupations
Executive
Partner
Assistant Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Vice President
Accounting Bookkeeper
Bookkeeper
Skills
Asset Managment
Qualified Retirement Plans
Risk Management
Personal Financial Planning
Saving For Education
Retirement Planning
Financial Planning
Wealth Management
Securities
Retirement
Estate Planning
Investments
Financial Analysis
Series 7
Mutual Funds
Financial Advisory