Karen Kc Conway is a skilled expert, working in First Republic Bank main office of which is in 1096. as a Senior Vice President since 2013. Karen Kc Conway gained professional experience in more than eight positions at different companies. Karen Kc Conway went to the Ucla - Anderson School and received education there from 1998 to 2001. San Francisco, California is the city, where this person was known to settle. This person's contacts are accessed through this website by request.
Name variants:
Karin Conway,
Karyn Conway,
Kari Conway,
Karrie Conway
Contact Information
Last Update
Jul 7, 2022
Email
kc**@firstrepublic.com, ms**@gmail.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Senior Vice President
111 Pine St, San Francisco, CA 94111
Vice President at First Republic Bank
from Dec 1, 2013
Account Manager
1 Pershing Plz, Jersey City, NJ
Strengthened loyalty and brand commitment, building relationships with independent broker-dealers, full-service, and institutional clients for a division of BNY Mellon serving 300+ global fi...
Jan 2012 — Nov 2012
Manager, Asset Management Operations
Directly engaged and supported financial advisors in the field, internal investment management groups, program executives, and compliance for a bank and credit union investment provider purc...
May 2005 — Jun 2007
Investment Advisor
Taught finance in the UCLA CFP curriculum and personal finance courses to non-professionals at the UCLA Extension School as an individual investment advisor for institutional and private cli...
2003 — 2005
Financial Consultant
1585 Broadway, New York, NY 10003
Serviced a retail client base with a focus on investment advisory solutions.
2002 — 2003
Director of Client Development
55 east 52Nd St, New York, NY 10055
Progressively promoted and led a client service department for a $10B institutional assessment management office. Developed the client service model for the $98B US institutional business. D...
Oct 1998 — Jan 2002
Education
1998 — 2001
Occupations
Executive
Senior Vice President
Vice President
Accountant
Finance and Accounting Specialist
Director of Operations
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Mutual Funds
Investments
Asset Management
Strategic Financial Planning
Financial Advisory
Crm
Investment Management
Finance
Project Management
Business Development
Organizational Development
Series 7
Financial Services
Wealth Management
Securities
Consulting
Retirement Planning
Investment Advisory
Banking