Kathy comes to us with a wealth of knowledge she draws from her past 25 years of experience at Merrill Lynch.
Kathy has been a Wealth Management Client Associate for the past 10 years. Prior to that, she held multiple positions, including AVP, Latin America LMA Document Control; AVP, Supervisor of Statement Audit and Controls; VP, Client Relationship Manager of LMA and AVP, Manager of Fixed Rate Securities Based Lending, to name a few.
Kathy is a very personable business professional with a high level of energy. She is well known for her positive attitude and her ability to build strong client relationships while providing superior service.
Kathy is a graduate of the State University of Oswego in New York. She currently resides in Belle Mead, NJ, with her husband and her three children.
Kathy looks forward to attending her youngest son’s basketball games at West Point this year.