KK

Kathleen K.

International Wealth Manager at Creative Planning

Kathleen K. is an International Wealth Manager with experience advising high net worth individuals on investment management and financial planning, specializing in cross-border tax efficient investments. Prior to this, Kathleen worked as an Event Driven Equity Analyst tracking mergers and acquisitions of US-listed companies, and as a Paralegal managing documents for commercial real estate transactions. Kathleen holds a Juris Doctor degree from New York University School of Law.

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Timeline

  • International Wealth Manager

    September, 2020 - present