Nicole Boutmy De Katzmann has been a Managing Director and Senior Advisor at Fieldpoint Private since 2018. Furthermore, this person has on-the-job experience at more than five companies using similar skills. Nicole has a total work experience of 24+ years. Nicole Boutmy De Katzmann studied at the Scuola Italiana Di Montevideo - Montevideo, Uruguay. Currently the professional lives in New York, New York region. Find Nicole Boutmy De Katzmann's actual email address and number through SoftwareOfficial search.
Name variants:
Nicky Katzmann,
Nicki Katzmann,
Nikki Katzmann,
Nikky Katzmann
Last updated Jun 02, 2024
Contact Information
Workplace
Managing Director and Senior Advisor
Greenwich, CT
Industry
Financial Services, Commercial Banking
Colleagues
Work History
Managing Director and Senior Advisor
100 Field Point Rd, Greenwich, CT 06830
from Aug 2018
Senior Director-Investments - Private Banking Division
85 Broad St, New York, NY 10004
May 2015 — Aug 2018
Senior Vice President - Wealth Management, Hnwi, Family Offices
Mar 2003 — Apr 2015
Education
Occupations
Executive
Chief Executive Officer
Senior Advisor
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Financial Advisory
Asset Allocation
Fixed Income Strategies
Investment Strategies
Wealth Management Services
Tax Efficient Strategies
Wealth Preservation Planning
Insurance
Multi Generational Wealth Transfer