UPSTREAM Investment Partners, LLC
Catherine Quinn Gray has a extensive work experience, starting in 1974 at Verizon as a Financial Coordinator in the Treasury department. CATHERINE QUINN then worked at Ricoh Business Solutions as an AfterMarket Specialist from 2001 to 2004. Following that, they served as an Operations Manager for H&R Block Financial Advisors from 2003 to 2009. From 2009 to 2011, they were a CSC at Ameriprise Financial Services, Inc. Finally, they are currently the Director of Client Relations at Upstream Investment Partners, LLC since 2011.
Catherine Quinn Gray attended Sacred Heart Academy in Stamford, CT, from 1970 to 1974, where they completed a Business Program. CATHERINE QUINN later enrolled in New York University to pursue further education. At NYU, they obtained a Certificate in Finance, and also pursued a Certificate in Business Management. The specific years of their enrollment and completion for the NYU programs are not provided.
This person is not in any teams
UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.