Katie Grossman Espana
Regional Director/Senior Client Advisor at Bessemer Trust
- Role
- Regional Director Senior Client Advisor at Bessemer Trust
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Katie Grossman Espana
I serve as a Managing Director and Regional Director at Bessemer Trust. In my role, I am…
Experience
Regional Director Senior Client Advisor
Jun 2020 — Present · Boston, MA, US
Education
University of Miami
Bachelor of Science (B.S.)
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Skills
- Hedge Funds
- High Net Worth Individuals
- Investments
- Management
- Series 7
- Wealth Management
- Nonprofits
- Investment Strategies
- Alternative Investments
- Fund of Funds
- Asset Allocation
- Banking
- Mutual Funds
- Fixed Income
- Portfolio Management
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