KATHERINE KNAPP
Centreville,MD
Summary
Performance-driven Vice President, Senior Financial Advisor with 23 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
23
23
years of professional experience
Work History
Vice President, Senior Financial Advisor
Merrill Lynch / Bank Of America
08.2000 - Current
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Developed effective business strategies to capitalize on emerging market trends.
- Construct personalized financial plans that aim to achieve the financial goals of my clients.
- Implement plans with investments, savings, budgets, insurance and tax strategies.
Education
Certified Plan Fiduciary Advisor -
College of Financial Planning
Online Courses08.2000
Skills
- Financial Management
- Data Analysis
- Revenue Cycle Management
- Resource Allocation
- Risk Management
- Customer Prospecting
- Operations Management
- Price Structuring
- Metrics Tracking
- Business Development
- Market Research
- Budget Oversight
- Complex Problem-Solving
- Account Management
- Relationship Building
- Performance Monitoring
- Profit Objectives
- Results-Driven
- Strategic Planning
Timeline
Vice President, Senior Financial Advisor
Merrill Lynch / Bank Of America
08.2000 - Current
Certified Plan Fiduciary Advisor -
College of Financial Planning
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