Kate Rowe

Director of Client Management and Financial Planning

Since 2011, Kate Rowe has been working in Seaward Management located 499, 499. This professional is a well-qualified Head Equity Trader and Financial Planner with over 12 years of work experience. According to Kate's resume and work profile, this person has worked at more than five places with numerous backgrounds and got different skills. Kate attended school at the University of Massachusetts Dartmouth from 2002 to 2005. Kate Rowe has professional certification in Certified Financial Planner. Kate can be found in Quincy, Massachusetts – where the professional currently lives. You can search for Kate Rowe's phone number and email. We can also provide you with detailed contact information upon request.
Name variants:
Catherine Rowe, Katherine Rowe

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Contact Information

Last Update
Jul 3, 2022
Email
ka**@yahoo.com
Location
Quincy, MA

Workplace

Head Equity Trader and Financial Planner

Boston, MA

Industry

Law Practice

Work History

Head Equity Trader and Financial Planner

10 Post Office Sq #1050, Boston, MA 02109
Jun 2011 — Jan 2018

Director of Financial Planning and Financial Advisor

128 Union St, New Bedford, MA 02740
from Jan 2018

Senior Performance Analyst

1 Lincoln St, Boston, MA 02135
Mar 2008 — Jun 2011

Senior Fund Accountant

Aug 2006 — Mar 2008

Director of Client Management and Financial Planning

204 Spring St, Marion, MA 02738

Occupations

Executive
Director
Financial Broker
Equity Trader
Financial Planner
Accountant
Finance and Accounting Specialist
Financial Consultant
Operations Manager
Trader
Financial Services Sales Agent
Financial Management Analyst
Accounting Bookkeeper
Bookkeeper
Financial Services Professional

Skills

Mutual Funds
Portfolio Management
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