Katie Randall
Certified Advisor for Women™ & Personal CFO for Women with Wealth in Motion
- Role
- Wealth Planner Partner at Prime Capital Financial
- Location
- Springfield, MO, US
- LinkedIn followers
- 500 followers
About Katie Randall
Some financial decisions only happen once. There\'s no undoing a bad one — not on the…
Experience
Wealth Planner Partner
Nov 2021 — Present · Springfield, MO, US
Education
Missouri State University
BS, Finance and General Business
2002 — 2005
Skills
- Financial Planning
- Investments
- Investment Management
- Equities
- Asset Allocation
- Mutual Funds
- Holistic Financial Planning
- Asset Management
- Professional Women
- Developing Client Relationships
- Investment Advisory
- Fixed Income
- Wealth Management
- Relationship Management
- Investment Strategies
- Alternative Investments
- Analysis
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