Catherine Henry
Trusted partner helping successful families & business owners create a financial roadmap to navigate life’s complexities
- Role
- Senior Wealth Advisor, Senior Vice President at Wilmington Trust
- Location
- Annapolis, MD, US
- LinkedIn followers
- 500 followers
About Catherine Henry
Catherine is responsible for providing comprehensive wealth management advice to…
Experience
Senior Wealth Advisor, Senior Vice President
Dec 2020 — Present · 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
Salisbury University - Perdue School of Business
Bachelor of Science - BS
Skills
- Social Networking
- Learning Quickly
- Powerpoint
- Teamwork
- Software Documentation
- Social Media
- Customer Service
- Data Entry
- Telephone Skills
- Marketing
- Training
- Time Management
- Access
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