Profil
Ms. Katherine E.
Dea is Senior Investment Associate at Wetherby Asset Management, Inc. Prior to joining Wetherby Asset Management in 2006, she worked for Pulte Mortgage in Colorado.
Ms. Dea earned a BS in Business Administration from the University of Colorado at Boulder with a dual emphasis in Finance and Accounting.
She is a Certified Financial Planner certificant and a member of the Financial Planning Association of San Francisco.
Anciens postes connus de Katherine E. Dea
| Sociétés | Poste | Fin |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Gestionnaire de Portefeuille-Actions | 31/03/2013 |
Pulte Mortgage LLC
 Pulte Mortgage LLC Finance/Rental/LeasingFinance Pulte Mortgage LLC provides mortgage loan services. The firm offers new home construction financing for customers of Pulte Homes, Centex, Del Webb, DiVosta, John Wieland Homes, and American West Homes. The company was founded in 1972 and is headquartered in Englewood, CO. | Corporate Officer/Principal | 31/12/2005 |
Formation de Katherine E. Dea
| The University of Colorado | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
Pulte Mortgage LLC
Pulte Mortgage LLC Finance/Rental/LeasingFinance Pulte Mortgage LLC provides mortgage loan services. The firm offers new home construction financing for customers of Pulte Homes, Centex, Del Webb, DiVosta, John Wieland Homes, and American West Homes. The company was founded in 1972 and is headquartered in Englewood, CO. | Finance |
