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Catherine Henry

Senior Wealth Advisor, Senior Vice President @Wilmington Trust

Annapolis, MD, US
MOBILE NUMBERS
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WORK HISTORY

Dec 2020 — Present

Senior Wealth Advisor, Senior Vice President @Wilmington Trust

Rockville, MD, US

Responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Washington and Baltimore regions. She works closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Catherine also coordinates the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.

EDUCATION

N/A

Salisbury University - Perdue School of Business

Bachelor of Science - BS

SKILLS

Social NetworkingLearning QuicklyPowerpointTeamworkSoftware DocumentationSocial MediaCustomer ServiceData EntryTelephone SkillsMarketingTrainingTime ManagementFacebookAccess

ABOUT CATHERINE HENRY

Catherine is responsible for providing comprehensive wealth management advice to…

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