Katrina Walters has been a Vice President, Trust Officer in The Bank of Tampa since 2018. Additionally, the professional has professional experience at more than nine companies using similar skills. Katrina has a total work experience of 19+ years. Katrina studied at the American College of Financial Services from 2009 to 2010. Katrina has professional certification in Certified Financial Planner and Chartered Financial Consultant. Valrico, Florida is the place where this professional currently lives. You can search for Katrina Walters's email address and number. We can also provide you additional contact information upon request.
Name variants:
Katherine Walters
Last updated May 30, 2024
Contact Information
Last Update
Jul 14, 2022
Email
kw**@bankoftampa.com, wa**@aol.com
Location
Valrico, FL
Company
Workplace
Vice President, Trust Officer
Tampa, FL
Industry
Banking, State Commercial Bank, State Bank, National Commercial Bank, State Commercial Bank National Commercial Bank
Colleagues
Work History
Associate Director - Gift Planning, Usf Foundation Inc
4202 east Fowler Ave, Tampa, FL 33620
Prospect and steward a portfolio of donors to develop and maintain planned gift opportunities for the USF system. Provide financial solutions to create integrated, multi-faceted gifting oppo...
Jul 2017 — Jul 2018
Vice President, Wealth Strategist
50 south La Salle St, Chicago, IL 60603
Prospect and develop high net worth client relationships utilizing an advisory approach that aligns financial resources with personal goals. Coordinate a team of fiduciary specialists to pro...
Jul 2014 — Jul 2016
Vice President, Wealth Advisor
200 west 2Nd St, Winston Salem, NC 27101
Develop and retain comprehensive high net worth client relationships as primary advisor; incorporating a team of specialists tailored to address all aspects of wealth management including fi...
Nov 2010 — Apr 2014
Vice President, High Net Worth Client Advisor, Wealth and Investment Management
303 Peachtree St, Atlanta, GA 30308
Client Advisor responsible for proactively managing all aspects of 75+ high net worth, multi-generational relationships utilizing a team-based approach to provide trust and fiduciary service...
Feb 2005 — Jun 2010
Vice President, Client Service and Marketing
Scope of duties focused on proactively managing all aspects of client relationships including investment coordination, due diligence reporting, client meetings, and ad hoc requests. Supporte...
2002 — 2004
Avp, Global Marketing, Institutional Group - Americas
Primary duties centered on providing internal client support to global institutional marketing and sales groups. Identified opportunities to improve internal global marketing image, developi...
2000 — 2002
Institutional Client Service Associate and Institutional Marketing Associate
30 Rockefeller Plz, New York, NY 10112
Responsible for relationship management of more than 25 clients encompassing over 40 portfolios including international, culturally-sensitive accounts. Coordinated and participated in meetin...
1998 — 2000
Research Assistant, Equity Research
1585 Broadway, New York, NY 10003
Duties included providing research coverage on select companies in the cosmetic and household products industries and assisting in the writing/production of equity research reports and earni...
1997 — 1998
Education
2009 — 2010
2010 — 2010
1993 — 1997
Occupations
Executive
Vice President
Philanthrope
Deputy Director
Butler
Subject Matter Expert
Advisor
Chief Executive
Non-Profit
Deputy Manager
Personal Care Aide
Skilled Professional
Skills
Investments
Asset Management
Portfolio Management
Wealth Management
Strategic Financial Planning
Estate Planning
Investment Management
Equities
High Net Worth Individuals
Wealth
Risk Management
Finance
Asset Managment
Financial Advisory
Financial Planning
Private Banking
Loans
Asset Allocation
Marketing
Business Relationship Management
Chartered Life Underwriter
Relationship Management
Certified Financial Planner
Series 7
Chartered Financial Consultant
Banking