Kathleen Goldammer-Copeland

Certified Financial Planner Tm @Certified Financial Planner

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2004 — Present

Certified Financial Planner Tm @Certified Financial Planner

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I have been a Certified Financial Planner™ since 2004.

EDUCATION

N/A

Thunderbird School of Global Management

MBA

N/A

Thunderbird School of Global Management

Master of Business Administration - MBA

N/A

Georgetown University

Bachelor of Science (B.S.)

SKILLS

Mutual FundsPortfolio ManagementStart-UpsStrategic PartnershipsBusiness DevelopmentWealth ManagementExecutive Level Relationship BuildingTechnology TransferCross-Functional Team LeadershipNetworkingInvestment ManagementStrategyEquitiesSeries 7Financial AnalysisBusiness NetworkingMergers & AcquisitionsStrategic AlliancesEntrepreneurshipCorporate FinanceDue DiligenceInvestment AdvisoryExecutive NetworkingManagementInvestmentsExecutive SearchAsset ManagmentAsset ManagementRecruitingBusiness PlanningFinanceInvestment StrategiesStrategic PlanningInternational Strategic Partnerships

ABOUT KATHLEEN GOLDAMMER-COPELAND

An entrepreneurial strategic alliance executive with expertise in connecting early stage…

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Kathleen Goldammer-Copeland — Certified Financial Planner Tm at Certified Financial Planner in Charlotte, NC, US | Unifers