Kathy Hartley
Client Relationship Manager at Global Financial Private Client, LLC
- Role
- Client Relationship Manager at Global Financial Private Client, Llc
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Relationship Manager
Global Financial Private Client, Llc
Sep 2022 — Present · Sarasota, FL, US
Education
University of South Florida
Bachelor's Degree, Finance, Economics
1990 — 1998
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Investment Strategies
- Alternative Investments
- Bloomberg
- Retirement
- Institutional Investments
- Retirement Planning
- Securities
- Portfolio Management
- Mergers & Acquisitions
- Market Research
- Investments
- Investment Management
- Valuation
- Wealth Management
- Fixed Income
- Due Diligence
- Equity Research
- Hedge Funds
- Trading
- Asset Management
- Investment Advisory
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