Profil
Ms. Kathleen J.
Warner is an Assistant Vice President at GreatBanc Trust Co.
Prior to joining GreatBanc in 2005, Ms. Warner held positions in international and domestic banking firms, as well as in an engineering firm.
Ms. Warner received a BS degree in Business Management from the University of Maryland.
Anciens postes connus de Kathleen J. Warner
| Sociétés | Poste | Fin |
|---|---|---|
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Corporate Officer/Principal | - |
Formation de Kathleen J. Warner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Finance |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















