![Katherine E. Dea](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Katherine E.
Dea is Senior Investment Associate at Wetherby Asset Management, Inc. Prior to joining Wetherby Asset Management in 2006, she worked for Pulte Mortgage in Colorado.
Ms. Dea earned a BS in Business Administration from the University of Colorado at Boulder with a dual emphasis in Finance and Accounting.
She is a Certified Financial Planner certificant and a member of the Financial Planning Association of San Francisco.
Anciens postes connus de Katherine E. Dea
| Sociétés | Poste | Fin |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Gestionnaire de Portefeuille-Actions | 31/03/2013 |
Pulte Mortgage LLC
 Pulte Mortgage LLC Finance/Rental/LeasingFinance Provides mortgage loan services | Corporate Officer/Principal | 31/12/2005 |
Formation de Katherine E. Dea
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pulte Mortgage LLC
Pulte Mortgage LLC Finance/Rental/LeasingFinance Provides mortgage loan services | Finance |
Choisissez Zonebourse 
