Kate Finley

Kate Finley, CFP®, has extensive experience in investment management and consumer lending, currently serving as Director of Consumer Lending Products at Synovus since October 2005. Previously held roles include Senior Portfolio Manager and Vice President, where responsibilities included managing investments in trust accounts, asset allocation, and client consultations on investment strategies. Additionally, Kate oversaw the implementation of investment policies and led the Investment Operations team. Earlier experience includes a position as Senior Investment Marketing Specialist at Synovus Investment Advisors, where key contributions involved managing investments and serving on various committees. Education includes a BBA in Banking and Finance from the University of Georgia and ongoing studies with the CFA Institute.