Kathy Muldoon
Corporate Officer/Principal en Carter Financial Management .
Perfil
Kathy Muldoon is Senior Vice President of Carter Financial Management.
Prior to joining Carter Financial Management, she was Chairman of Dallas-Fort Worth Society of Certified Financial Planner Board of Standards, Inc. and International Association for Financial Planning (IAFP).
Previously, she was a Professor at the University of Dallas.
Ms. Muldoon received a degree from Santa Clara University.
Cargos activos de Kathy Muldoon
| Empresas | Cargo | Inicio |
|---|---|---|
Carter Financial Management
 Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
Antiguos cargos conocidos de Kathy Muldoon.
| Empresas | Cargo | Fin |
|---|---|---|
| The International Association for Financial Planning | Presidente | - |
| University of Dallas | Corporate Officer/Principal | - |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Presidente | - |
Formación de Kathy Muldoon.
| Santa Clara University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
| The International Association for Financial Planning |
- Bolsa de valores
- Insiders
- Kathy Muldoon
