Lisa Katterhenry Howe
- Role
- Katterhenry Investment Group of Nest Capital at Nest Capital
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Lisa Katterhenry Howe
We are carefully building practices to last-not just for today\'s clients, but for…
Experience
Katterhenry Investment Group of Nest Capital
Present
Education
Miami University
BS, Finance
1992 — 1996
College for Financial Planning
MS, Financial Planning
2000 — 2006
Skills
- Mergers & Acquisitions
- Time Management
- Securities
- Retirement
- Bonds
- Multigenerational Wealth Planning
- Retirement Savings
- Customer Service
- Training
- Investment Strategies
- Financial Analysis
- Deferred Compensation Plans
- Relationship Management
- Small Business
- Retirement Planning
- Insurance
- Mutual Funds
- Retirement-Plan Consulting
- Risk Management
- Concentrated Stock Management
- Budgets
- Finance
- Strategic Planning
- Estate Investment Planning
- Investments
- Financial Services
- Strategic Investment Planning
- Team Building
- Wealth-Preservation Planning
- Stock Analysis
- Microsoft Office
- Financial Reporting
- Investment Planning
- Annuities
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