Kathryn M. Sullivan
- Role
- Member Consultant Ii at BECU
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kathryn M. Sullivan
I am passionate about helping people! I believe in developing exceptional client…
Experience
Member Consultant Ii
Jan 2021 — Present
Member Consultant II, BECU, Kirkland, WA 2021 to Present Consistently delivers exceptional client experience, through attentive listening, situation identification, diagnosing, and delivering specialized financial service products to resolve financial needs. Provides excellent customer service. Regularly receives perfect scores on member surveys. Refers members to business, mortgage and investment specialists where appropriate.
Skills
- Desktop Publishing
- Ms Publisher
- Event Planning
- Investment Strategies
- Portfolio Management
- Adobe Creative Suite
- Wealth
- Asset Managment
- Private Foundations
- Investment Advisory
- Asset Allocation
- Fundraising
- Asset Management
- Mutual Funds
- Public Speaking
- Event Management
- Insurance
- Securities
- Tax
- Estate Planning
- Philanthropy
- Strategy
- 401k
- Strategic Financial Planning
- Trusts
- Investments
- Financial Planning
- Strategic Planning
- Not for Profit Administration
- Long-Term Care
- Series 7
- Executive Management
- Risk Management
- Financial Services
- Finance
- Budgeting
- Wealth Management Services
- Alternative Investments
- Financial Advisory
- Counselor Selling Skills
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