Kathryn Sullivan

Kathryn Sullivan

No más puestos en curso

Finance

Perfil

Kathryn Sullivan is a Laird Norton Trust Company Vice President and Client Service Manager.
Working closely with individuals and families, she coordinates the estate planning, accounting, cash flow, legal, and tax-related issues that impact each client’s financial situation.
Kathryn is also experienced in managing the tax ramifications of stock option and ISO sales.
Kathryn has more than 16 years of experience in the areas of investment management, client services, and wealth management.
Prior to joining the firm, she served as an Investment Executive at Piper Jaffray, Inc. (acquired by U.S.
Bank), managing brokerage accounts across the U.S.
She was also an Investment Specialist at Security Pacific Investment Bank in the Northwest.
Kathryn earned a BA in Business Administration, with a focus on Marketing, from Seattle University.
When she's not serving clients, she enjoys singing in choirs, boating, and the local arts scene.

Antiguos cargos conocidos de Kathryn Sullivan.

EmpresasCargoFin
Corporate Officer/Principal -
Ver el detalle de la experiencia de Kathryn Sullivan.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Kathryn Sullivan.

Empresas relacionadas

Empresas privadas1

Finance

  1. Bolsa de valores
  2. Insiders
  3. Kathryn Sullivan