![Kathy Patty](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
Ms. Kathy Patty is a Director of Client Care at Asset Planning Corp.
(Tennessee).
In addition to overseeing the firm’s processes and procedures, she is responsible for the firm's corporate bookkeeping, human resources, information technology, service workflows, employee management and leadership, and provides concierge service to our clients.
She has been a member of the APC team since September 1999, growing from office coordinator to office manager to Director of Operations.
She is a certified Financial Paraplanner Qualified Professional.
Postes actifs de Kathy Patty
| Sociétés | Poste | Début |
|---|---|---|
Asset Planning Corp. (Tennessee)
 Asset Planning Corp. (Tennessee) Investment ManagersFinance APC uses strategic asset allocation strategies for portfolio management, based on principals of diversification. Their primary investment tools are no-load mutual funds and ETFs. From time to time, CD’s or individual bonds may also be used for a portion of a portfolio’s cash and fixed income allocation. | Corporate Officer/Principal | 01/09/1999 |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Asset Planning Corp. (Tennessee)
Asset Planning Corp. (Tennessee) Investment ManagersFinance APC uses strategic asset allocation strategies for portfolio management, based on principals of diversification. Their primary investment tools are no-load mutual funds and ETFs. From time to time, CD’s or individual bonds may also be used for a portion of a portfolio’s cash and fixed income allocation. | Finance |
