Kathryn Marchwick
Phoenix,AZ
Summary
Successful Financial Planner with over 20 years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients exceed profit objectives and grow businesses.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Financial Planner
Heritage Capital Group LLC
10.2014 - 01.2024
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Sold financial products which required excellent communication, selling skills and follow up.
Financial Planner and Financial Sales
MetLife Financial Services
04.2004 - 10.2014
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Education
Associate of Science - Histototechnology
Kenosha Memorial School of Histotechnology
Kenosha, WILiberal Arts
University of Wisconsin Parkside
Kenosha WIFinancial Planning And Services
Certified Financial Planners Institute
07.2004
Skills
- Continuing Education
- Investment Advising
- Wealth Management
- Asset Allocation
- Various Selling Skills
- Consistent Top Performer in Customer Sales with Industry Awards
- Client Relationship Development
Certification
CFP(R)
Series 7 Securities License
Affiliations
- Good People skills, excellent selling capabilities. Have served on Various Fund Raising campaigns for charity.
- Have a love of Fashion and stay up on latest trends.
- Sing in St. Joseph's Catholic Church Choir.
References
References available upon request.
Timeline
Financial Planner
Heritage Capital Group LLC
10.2014 - 01.2024
Financial Planner and Financial Sales
MetLife Financial Services
04.2004 - 10.2014
Associate of Science - Histototechnology
Kenosha Memorial School of Histotechnology
Liberal Arts
University of Wisconsin Parkside
Financial Planning And Services
Certified Financial Planners Institute
CFP(R)
Series 7 Securities License
Similar Profiles
Nithin DavisNithin Davis
Accounting Manager at Tukzar Furniture Manufacturing LLC (Heritage Group LLC)Accounting Manager at Tukzar Furniture Manufacturing LLC (Heritage Group LLC)
Kazuya OharaKazuya Ohara
Vice President, Corporate Operations at Heritage Grocers Group LLCVice President, Corporate Operations at Heritage Grocers Group LLC
JENNIFER YEDIDIJENNIFER YEDIDI
Operations Manager - Ecommerce at Heritage Business Group LLCOperations Manager - Ecommerce at Heritage Business Group LLC