Kathryn Marshall Vance

Kathryn Lynne Vance

Advice Strategy

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Location:

Charlotte, NC

Industry:

Investment Management

Work:

Amos Tyndall Aug 2012 - Jul 2013
Office Manager
Vanguard Aug 2012 - Jul 2013
Advice Strategy

Education:

University of North Carolina at Chapel Hill 2010 - 2014
Bachelors, Bachelor of Arts, Economics, International Studies, Linguistics, Global Studies Statesville High School 2006 - 2010

Skills:

Customer Service
Spanish
Time Management
Teamwork
Leadership
Recruiting
Relationship Management
International Studies
Budgets
International Economics
Series 7
Series 63
Relationship Building
Interpersonal Skills
Client Relationships Strengthening
Organization Skills
Critical Thinking
Team Building
Positive Work Environment
Financial Planning
Financial Markets
Developing Others
Conflict Resolution
High Net Worth Individuals
Planning
Professional Communication
Communication
Professional Women
Women's Leadership
Linguistics
Team Motivation
Business Strategy
Interpersonal Communication
Relationship Development

Interests:

Social Services
Children
Cooking
Traveling
Civil Rights and Social Action
Politics
Education
Reading
Poverty Alleviation
Hiking
Spanish (Language and Culture)
Running
Human Rights
Golf
Health

Languages:

English
Spanish

Certifications:

Series 7 License
Series 63 License
Cfp® Certificant
Financial Industry Regulatory Authority (Finra)
Cfp Board
Candidate For Cfp® Certification

Kathryn Vance

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Kathryn Vance

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