Katherine Dordick
Director of Research and Client Engagement at CEG Insights (formerly Spectrem Group)
- Role
- Director of Research and Client Engagement at Ceg Insights
- Location
- Antioch, IL, US
- LinkedIn followers
- 500 followers
About Katherine Dordick
As a Director of Research and Client Engagement for CEG Insights, I provide the financial…
Experience
Director of Research and Client Engagement
Feb 2018 — Present · Lake Forest, IL, US
Developed relationships with new clients, executing both major and minor projects as the lead consultant and project manager. Developed extensive marketing and sales initiatives, resulting in increased revenue. Created research reports from data analysis to design and writing. Wrote over 200 custom financial articles for use by our clients and on our internal website. Assisted in managing the activities of staff writer, graphic designer, website developer, research analyst and many others through a variety of consulting projects.Critically analyze research, develop and write comprehensive reports and client recommendations as a result of the custom and syndicated research that Spectrem Group conducts monthly.
Skills
- Financial Planning
- Wealth
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Retirement Planning Specialist
- Finra
- Series 31
- Portfolio Management
- Long Term Care
- Insurance
- Long-Term Care
- Series 63
- Wealth Management
- Series 7
- Financial Advisory
- Uniform Combined State Law
- Securities
- Estate Planning
- Series 3
- Investments
- Investment Advisory
- Series 66
- Asset Allocation
- Mutual Funds
- Finance
- Financial Services
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.