Catherine Portner
Holistic Wealth Advisor | Family Legacy Architect | Generational Wealth Strategist | CEPA®
- Role
- Financial Advisor at Folger Nolan Fleming Douglas Incorporated
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Catherine Portner
As a dedicated financial advisor at Folger Nolan Fleming Douglas, I partner with families…
Experience
Financial Advisor
Folger Nolan Fleming Douglas Incorporated
Feb 2025 — Present
Education
Babson College
Masters of Business Administration, MBA
2010 — 2012
Boston College
Bachelor's Degree
2001 — 2005
Skills
- Entrepreneur
- Sales
- Marketing Strategy
- Public Relations
- Entrepreneurship
- Negotiation
- Marketing Communications
- Analysis
- Research
- Event Management
- Brand Management
- Food
- Event Planning
- Sponsorship
- Market Research
- Business Planning
- Hospitality
- Leadership
- Public Speaking
- Marketing
- Pricing
- Social Media Marketing
- Blogging
- Budgets
- Social Media
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