Kathy Briner
Registered Client Associate at Stephens, Inc.
- Role
- Registered Client Associate at Stephens
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Registered Client Associate
Nov 2023 — Present
Education
University of Memphis
Bachelor's Degree
Skills
- Financial Advisory
- Financial Risk
- Commercial Banking
- Financial Analysis
- Portfolio Management
- Asset Allocation
- Banking
- Credit Analysis
- Retirement Planning
- Relationship Management
- Estate Planning
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