Karen Bean Giamundo
Emeritus-Head of Investment Products, Annuities, Alternative Investments, and Due Diligence
- Role
- VP, Investment Products, Alternative Investments and Due Diligence at Kestra Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Karen Bean Giamundo
Committed to providing the most robust investment platform available in the independent broker dealer space.Specialties: Alternative investment selection and due diligence
Experience
VP, Investment Products, Alternative Investments and Due Diligence
May 2008 — Present · Austin, TX, US
Oversight and management of the due diligence functions of the broker dealer as well as the overall management of the Alternative Investment and annuity platforms. Specialty project management includes Financial Planning and Trust services.
Education
Cal State Fullerton, College of Business and Economics
BA
1982 — 1986
Skills
- Wealth Management
- Real Estate
- Investment Advisory
- Trading
- Financial Advisory
- Investments
- Sales Management
- Due Diligence
- Financial Services
- Series 24
- Fixed Annuities
- Customer Service
- Mutual Funds
- Risk Management
- Annuities
- Customer Relations
- Series 7
- Series 63
- Finra
- Securities Regulation
- Securities
- Alternative Investments
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.