Kathy Christensen

Membre du Comité d'Investissement chez Connecticut Wealth Management LLC

Profil

Ms. Kathleen M.
Christensen is a Partner at Connecticut Wealth Management LLC.
She brings over 25 years of experience in finance, tax planning and accounting to her position.
She provides wealth management and individual tax services to high net worth clients.
Ms. Christensen finds it rewarding to assist clients to chart and navigate their financial future.
In addition, she oversees the firm’s Fixed Income Investment Committee, which determines the firm’s desired fixed income allocation goals and selects the specific funds utilized.
Prior to joining Connecticut Wealth Management, she was a financial advisor at Filomeno Wealth Management, LLC where she provided investment, tax and financial advice to clients.
Ms. Christensen also advanced through numerous leadership roles at CIGNA’s divisions as a member and graduate of CIGNA’s respected Financial Development Program (FDP).
These positions included Director and Controller of CIGNA Dental Health, Assistant Director of CIGNA HealthCare financial reporting, Assistant Director of CIGNA Investment Real Estate and Manager of CIGNA HealthCare Sales.
She also spent four years in public accounting at Deloitte and Touche.
Ms. Christensen has a BS in Accounting from Fairfield University and an MBA, with a concentration in Taxation, from the University of Hartford.
She holds a CPA designation.

Postes actifs de Kathy Christensen

Sociétés	Poste	Début
Connecticut Wealth Management LLC	Membre du Comité d'Investissement	01/06/2013

Formation de Kathy Christensen

Fairfield University	Undergraduate Degree
University of Hartford	Masters Business Admin