Fpqp™ Catherine Carnegie

Catherine Carnegie is a seasoned financial services professional with extensive experience in account management and client service. Currently a Registered Financial Services Associate at Sage Rutty & Co., Inc. since April 2013, Catherine assists in expanding the Advisors' Book of Business through account openings and processing monetary requests. Prior to this role, Catherine held various positions including Administrative Assistant at Brighton Securities, where responsibilities included account opening and fund request processing, and Accounts Payable/Receivable Specialist at Cannon Industries, focusing on invoice management and payments. Catherine began a career in finance as New Accounts Supervisor/Operations at Swiss American Securities, where duties encompassed DTC and NSCC balancing, corporate actions processing, and settlement activities. Catherine holds a Cum Laude Associate of Science degree in Business Administration and Management from Monroe College and a high school diploma from Brookfield High School in Ontario, Canada.