Katharine Pritsos
Wealth Management | RIAs | Family Office | CHIEF member |Creator of MyLittlePicassos
- Role
- Chief Member at Chief
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Katharine Pritsos
Financial services professional with experience in financial services, client service and relationship management alongside Investment Advisors, Money Managers, Executing Brokers and Hedge Funds. Driven individual, with effective communication skills, a resourceful problem solver, and excellent at building long-term relationships, with a track record of proven performance.
Experience
Chief Member
Dec 2023 — Present · New York, NY, US
Education
Questrom School of Business, Boston University
BSBA
Skills
- Equity Derivatives
- Series 63
- Retirement
- Bonds
- Wealth
- Financial Risk
- Portfolio Management
- Asset Management
- Back Office
- Kyc
- Management
- Etfs
- Equities
- Private Banking
- Wealth Management
- Mutual Funds
- Risk Management
- Bloomberg Terminal
- Capital Markets
- Series 7
- Securities
- Bloomberg
- Aml
- Financial Markets
- Investment Advisory
- Relationship Management
- Equity Trading
- Settlement
- Due Diligence
- Hedge Funds
- Financial Services
- High Net Worth Individuals
- Alternative Investments
- Trading Systems
- Anti Money Laundering
- Options
- Trading
- Fixed Income
- Corporate Actions
- Investments
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