Kathryn Harrison
Carmel,CA
Summary
Results-oriented sales leader with proven track record of success. Talented in developing partnerships and tactical plans to meet business goals. Strong interpersonal skills which have led to long-term industry relationships.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Managing Director
JP Morgan Chase
06.2023 - Current
Managing Director, Estate & Business Planner
First Republic Investment Management
06.2012 - 06.2023
- Instrumental in the launch in 2012 of the Estate & Business Planning Group.
- Contributed to the consistent growth of the group until the acquisition by JP Morgan Chase in 2023.
- Top Revenue Insurance Producer in 2022.
- Developed Key Referral Partners within the organization.
- Led Educational Initiatives to teach Referral Partners how to uncover opportunities.
Partner
Astera Financial Group, LLC
03.2008 - 06.2012
- One of the original Founders/Partners of a Multi-Disciplined Independent RIA and Financial Planning Firm
- Head of the Insurance Efforts
- Firm was Acquired by First Republic Bank in 2012
BPM Goldman Financial Design, Arthur Andersen
Other
Other Positions Included:
Partner & President, BPM Goldman Financial Design
San Francisco, CA
- Multi Family Office affiliated with a CPA Firm and Law Firm
Certified Public Accountant, Arthur Andersen
New Orleans, CA
Education
BBA - Accounting
Millsaps College
Jackson, MSUniversity of Mississippi
Oxford, MSCertified Financial Planner
College For Financial Planning, Inc.
Englewood, COSkills
Sales Leadership
Mentoring and Training
Technical Education/Teaching
Public Speaking
Certification
Certified Financial Planner
Certified Public Accountant (licensed, inactive status)
Series 7 & 63
Life & Health Agent, multiple states
Timeline
Managing Director
JP Morgan Chase
06.2023 - Current
Managing Director, Estate & Business Planner
First Republic Investment Management
06.2012 - 06.2023
Partner
Astera Financial Group, LLC
03.2008 - 06.2012
BPM Goldman Financial Design, Arthur Andersen
Other
BBA - Accounting
Millsaps College
University of Mississippi
Certified Financial Planner
College For Financial Planning, Inc.