Kathryn Calcagno

Sr Wealth Strategist @Northern Trust

Portland, OR, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jun 2023 — Present

Sr Wealth Strategist @Northern Trust

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Portland, OR, US

SKILLS

Investment AdvisorySeries 66Estate Tax PlanningInvestment BankingAccountingInvestmentsLines of CreditWealth AccumulationInsuranceBudgetsLife InsuranceLeadershipBankingInvestment Advisory ServicesCoachingFinancial MarketsLife & Health Insurance LicensesSeries 7Business StrategyHold Series 7Structured FinanceEstate Planning

ABOUT KATHRYN CALCAGNO

I have more than 35 years of experience in the Wealth Management Business. I work with CEO\'s, Business Owners, Charitable Organizations, and Families in all aspects of their personal wealth issues. This includes, Banking, Credit, Investments, Insurance, Financial Planning, Trust and Estate Planning and so much more. I was a Sr. Trust officer for Major Financial Institutions, which has served me well in my current role as a Wealth Strategist. I am Investment and Insurance licensed.Many clients need help developing a wealth strategy to meet their short and long term financial goals and I can assist with that. I have a very direct style and a sincere passion. I am objective and creative in finding solutions, which many clients appreciate.

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