Katie Dunn
Principal and Senior Wealth Consultant
- Role
- Principal, Senior Wealth Consultant at Mariner
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
Experience
Principal, Senior Wealth Consultant
May 2009 — Present · Overland Park, KS, US
Education
Texas Christian University - M.J. Neeley School of Business
BBA
1997 — 2001
Skills
- Leadership
- Investment Management
- Business Valuation
- Investment Advisory
- Due Diligence
- Wealth Management
- Financial Analysis
- Mergers & Acquisitions
- Financial Planning
- Small Business
- Estate Planning
- 401k
- Iras
- Retirement Planning
- Financial Plann
- Investment Strategies
- Alternative Investments
- Management
- Strategic Planning
- Series 7
- Wealth Preservation
- Private Equity
- High Net Worth Individuals
- Wealth Preservation Strategies
- Investments
- Wealth
- Asset Management
- Finance
- Asset Allocation
- Risk Management
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