Kathleen Neumann is a highly qualified expert, that works in Pegassets on the position of President since 2019. This person has earned professional experience in more than five positions at different companies. Kathleen Neumann went to the University of Maryland and got education there. This expert has such professional qualifications as Chartered Financial Analyst and Cfa Institute. Washington, DC is the city, where this expert was lastly known to be situated. The person's phone and email are accessed through this website by request.
Name variants:
Kathlene Neumann,
Kathlyn Neumann,
Kathlynne Neumann,
Kathie Neumann,
Kathy Neumann,
Katie Neumann,
Katy Neumann,
Katty Neumann,
Kattie Neumann,
Kit Neumann
Contact Information
Last Update
Jun 25, 2022
Email
kn**@tamrocapital.com
Location
Washington, DC
Company
Pegassets
Workplace
President
Work History
President and Chief Creative Officer
SerenityShares™ is a Registered Investment Advisor that designs strategies to simplify the investment process. Our goal is to provide investors with a better way to invest their core holding...
from Dec 2016
President
Member of 3-person Management Team involved in all key decision-making, and charged with leading diverse business aspects of this $2.5 billion (at peak) asset-management firm comprised of Cl...
Oct 2004 — Oct 2016
Managing Director
1555 Peachtree St northeast SUITE 1100, Atlanta, GA 30309
Portfolio and relationship manager for high net worth clients, including several Fortune 100 CEOs. Worked with clients to develop appropriate asset allocations and then implemented and monit...
Feb 1999 — Oct 2004
Director of Client Services
Oversaw the management of client relationships, investment policy implementation and account administration for institutional clients. Conducted client meetings and worked with marketing tea...
1995 — 1999
Occupations
Executive
Chairperson
Artist
Creative Director
Advisor
Chief Executive
Art Director
Skills
Portfolio Management
Investments
Asset Management
Mutual Funds
Asset Allocation
Equities
Financial Analysis
Business Management
Team Leadership
Investment Management
Wealth Management
Etfs
Alternative Investments
Hedge Funds
Fixed Income
FAQs about Kathleen Neumann
What is the profession of Kathleen Neumann?
This professional's job is President
What jobs is Kathleen a professional at?
Kathleen is proficient at such jobs as Executive and Chairperson.
Where is Kathleen Neumann currently located?
Kathleen Neumann is currently located in Washington, DC.
Does Kathleen Neumann have the email address?
kn**@tamrocapital.com is The professional's email address.
How many companies did Kathleen Neumann work at?
The professional worked at five jobs.
Where has Kathleen Neumann studied?
Kathleen studied at the University of Maryland.
What are the certifications of Kathleen Neumann?
This expert received the following certifications: Chartered Financial Analyst and Cfa Institute.
What is the industry that Kathleen Neumann worked in?
This person works in Investment Management industry.