Katie Bamberger
- Role
- Client Service at Veris Wealth Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Service
Sep 2018 — Present · San Francisco, CA, US
Skills
- Valuation
- Mac
- Equity Research
- Analysis
- Bloomberg Terminal
- Marketing Strategy
- Social Networking
- Portfolio Management
- Social Media Marketing
- Financial Analysis
- Investments
- Mutual Funds
- Sales
- Press Releases
- Fixed Income
- Business Development
- Project Management
- Data Analysis
- Bloomberg
- Market Research
- Investment Strategies
- Alternative Investments
- Salesforce.com
- Pc
- Web Design
- Social Media
- Financial Modeling
- Proposal Writing
- Asset Managment
- New Business Development
- Powerpoint
- Microsoft Excel
- Customer Service
- Marketing
- SEO
- Business Analysis
- Public Relations
- Business Strategy
- Non-Profits
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.