Katherine Wynne

SVP, Private Client Advisor and Institutional Client Advisor @U.S. Trust

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2014 — Present

SVP, Private Client Advisor and Institutional Client Advisor @U.S. Trust

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EDUCATION

1980 — 1984

Iowa State University

BBA, Marketing

SKILLS

Sales ManagementStrategyCustomer ServiceLeadershipInvestment BankingMergers & AcquisitionsEntrepreneurshipIntegrated MarketingAsset ManagementMergersMarketingSocial MediaEmail MarketingAlternative InvestmentsAsset AllocationBankingStrategic PlanningPublic RelationsEvent PlanningBusiness DevelopmentFundraisingWealth ManagementMarketing StrategyDirect MarketingStrategic PartnershipsPortfolio ManagementMergersStart-UpsFinancial AnalysisFinancial ServicesNon-Profit VolunteeringFinancial PlanningInvestmentsMarketing Communications

ABOUT KATHERINE WYNNE

Katherine works with high net worth individuals, families and institutions, helping them…

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