With work experience over 26 years, this expert is now working at Private Wealth Management as a Senior Wealth Advisor, Business Development Officer, Cfpâ. Kay received his education at the Cherry Creek High School. Kay Nix Greene lives in Denver, Colorado. To contact directly with Kay, you can look for their phone number or e-mail or get full info by requesting access to Kay's additional details through SoftwareOfficial.
Name variants:
Katherine Greene
Last updated May 30, 2024
Contact Information
Last Update
Jul 13, 2022
Email
kg**@comcast.net
Location
Denver, CO
Company
Workplace
Senior Wealth Advisor, Business Development Officer, Cfpâ
Industry
Financial Services
Colleagues
Work History
Senior Wealth Advisor, Business Development Officer, Cfpâ
Jan 2004 — Apr 2017
Director of Development
1385 south Colorado Blvd #610, Denver, CO 80222
Mental Health Colorado advocates for the more than one million Coloradans who experience a mental health or substance use disorder each year. We engage policymakers, providers, the public, a...
from Mar 2017
Senior Vice President, Wealth Advisor, Cfpâ
1010 Grand Ave, Kansas City, MO 64114
Nov 2011 — Sep 2015
Private Client Manager, Wealth Management and Trust Division
180 Montgomery St, San Francisco, CA 94129
May 2008 — Nov 2011
Occupations
Executive
Development Director
Advisor
Business Development Manager
Financial Broker
Certified Financial Planner
Board Member
HR Manager
Operations Manager
Puchasing and Estimating Manager
Financial Manager
Management Team Executive
Skills
Investments
Finance
Banking
Financial Advisory
Portfolio Management
Insurance
Retirement Planning
Mutual Funds
401K
Business Development
Investment Strategies
Credit Analysis
Fixed Annuities
Consumer Lending
Commercial Lending
Asset Management
High Net Worth Individuals
Commercial Banking
Financial Planning
Leadership
Management
Microsoft Office
Strategic Consulting
Consultative Selling
Relationship Building
Customer Relationship Management
Microsoft Excel
Microsoft Word
Customer Service
Customer Retention
FAQs about Kay Nix Greene
What is the main profession of Kay Nix Greene?
The expert is a Director of Development.
What are the profession of Kay Nix Greene?
These person's professions are Executive and Development Director
Where does Kay Nix Greene live?
Denver, Colorado is the place where Kay Nix Greene currently lives
What is Kay Nix Greene's email?
The expert's email is kg**@comcast.net.
Where did Kay Nix Greene work?
Kay Nix Greene worked at Private Wealth Management, Mental Health Colorado.
What education does Kay Nix Greene have?
Kay studied at the Cherry Creek High School.
What is professional industry that Kay Nix Greene worked in?
Kay works in Mental Health Care industry.
What are professional skills of Kay Nix Greene?
Kay has skills in the following areas: Investments, Finance, Banking, Financial Advisory, Portfolio Management, Insurance, Retirement Planning, Mutual Funds, 401K, and Business Development.