Kathleen Kowkabany
Investment Specialist
- Role
- Investment Specialist at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kathleen Kowkabany
I’m an Investment Specialist Trainee at Merrill Lynch with an interest in wealth management and financial markets. Since joining the firm in late summer, I’ve earned my SIE, Series 7, and Series 66 licenses. I enjoy working in structured, fast-paced environments that require attention to detail and clear communication. I’m interested in continuing to develop my skills and knowledge within the wealth management space.
Experience
Investment Specialist
Jan 2026 — Present · Charlotte, NC, US
Education
Episcopal School of Jacksonville
Middle School and High School
2016 — 2023
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