Kathleen McGrath has a diverse background in the financial industry, starting from their role as a Lending Officer at Key Corporate & Commercial Bank to becoming a Principal at W3 Wealth Management, LLC. With experience at companies like McDonald Investments and Wells Fargo Advisors, Kathleen offers comprehensive wealth advisory services to individuals and families. McGrath holds a Bachelor of Science in Business Administration from Baldwin Wallace University.
August, 2020 - present
Director Learning Solutions at Fidelity
Director, Portfolio Management & Reporting, PBB PMO at CIBC
Technology Director, Leadership Advisory at Spencer Stuart
Vice President Of Learning And Development at Teladoc Health
Director Learning Solutions, FMR India & Director Learning Experience, Asset Management at Fidelity
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