![Kate A. Tholking](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Kate A. Tholking worked as a Principal at Merrill Lynch & Co., Inc. and as a Research Analyst at Opus Capital Group LLC.
She then served as the Vice President-Finance at Primoris Services Corp.
from 2020 to 2022.
Ms. Tholking completed her undergraduate degree at the University of Virginia in 2002.
Anciens postes connus de Kate A. Tholking
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Analyst-Equity | - |
Formation de Kate A. Tholking
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
