The Rational Funds May 2016 - Jun 2017
Regional Vice President
Fidelity Investments May 2016 - Jun 2017
Relationship Manager
Women and Investing 2015 - May 2016
Consultant
Provasi Capital Partners Jun 2012 - Feb 2015
Regional Vice President
Private Portfolios, Inc. Sep 2006 - Jun 2012
Client Specialist
Education:
Oregon State University 1979 - 1983
Bachelors, Bachelor of Science
Skills:
Alternative Investments Mutual Funds Investments Asset Management Securities Portfolio Management Investment Advisory Sales Series 7 Asset Allocation Hedge Funds Asset Managment Wealth Management Financial Services Series 63 Equities Closed End Funds Business Development Financial Markets New Business Development Separately Managed Accounts Investment Strategies Investment Banking Trading Investment Management Private Equity Etfs Venture Capital Social Media Non Traded Real Estate Investment Trusts Finra Retirement Financial Advisory Strategic Financial Planning Microsoft Office Finance Retirement Planning Marketing Uniform Combined State Law Relationship Management Salesforce.com Financial Planning Public Speaking Crm Leadership
Fifty-year-old Kathleen Santos waited in line so she could be on the forefront of Californias legalization efforts. Shes been purchasing marijuana with a medical card at the dispensary for several years. She doesnt agree with the high taxation, but says shes becoming more adventurous with the
Date: Jan 01, 2018
Category: U.S.
Source: Google
Googleplus
Kathleen Santos
Lived:
Laguna, Philippines Manila, Philippines San Francisco, CA Houston, TX Cypress, TX
Work:
Perry Ellis International - Store Manager
Education:
University of Houston–Downtown - Business
Relationship:
In_a_relationship
Kathleen Santos
Education:
Lyceum Of the Philippines - Bachelor of Science in Travel Tourism Management, Higher Ground Baptist Academy, Immanuel Lutheran Highschool