Catherine 'Cat' Rose is an experienced finance professional currently serving as a Private Wealth Advisor and formerly as an Investment Operations Specialist at Esteem Wealth Partners - Northwestern Mutual Private Client Group since March 2022. Prior to this, Catherine held the position of Financial Planner at Northwestern Mutual from March 2021 to April 2022 and worked as a Finance and Operations Consultant at East Row Investments between January 2020 and February 2021. Catherine began a career in the financial sector as a Crew Member at Trader Joe's from April 2015 to April 2020, and also gained experience as a Statistical Consultant Intern at Burkardt Consulting Center from August 2017 to May 2018. Catherine holds a Bachelor of Science degree in both Statistics and Economics from Northern Kentucky University, where studies were completed from 2016 to 2018.
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Esteem Wealth Partners - Northwestern Mutual Private Client Group
Esteem Wealth Partners is an independent financial planning and investment management firm backed by the extensive resources and elite strength of Northwestern Mutual. Through our comprehensive planning process, we use a unique goals-based approach to develop your financial plan and deliver on our mission.