Years of experience: 12

🔥 Startup FounderFinancial PlannerFinancial AnalystInvestment OfficerPortfolio Manager🏦 Finance

Trust Score

Highly reliable; strong professional involvement.

70%
Katy's Career Path
Portfolio Strategy ExecutionJun. 2018 -
Present
ChasePortfolio Strategy Execution
United States
Sr. Director of Relationship ManagementOct. 2012 -
Nov. 2017
Cartera Commerce, Inc - An Ebates CompanySr. Director of Relationship Management
United StatesCartera Commerce is the leading provider of card-linked marketing solutions for merchants, banks, and card issuers. Cartera’s platform delivers card-linked offers via multiple digital marketing channels. The product that they provide is a white label e-commerce interface that provides an earn-side opportunity for loyalty members to earn additional rewards while shopping online. In this role I...

Katy's Posts

  • How I can help you

    Leverage my expertise to streamline your business operations. I'll equip you with robust strategies to drive your venture forward and assist in maximizing your tax deductions, thereby improving your bottom line.

  • Experience & Cases

    My experience spans multiple sectors, including international corporations like Susan International, and a plethora of businesses in the hospitality and healthcare industries. My proven track record in these fields speaks for itself.

  • People I am looking for

    Whether you're a budding entrepreneur, a small business, or a startup looking to gain an edge, my services are designed to propel you towards your financial goals. Embark on your journey to financial success today.

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

Responded by 3 people
5

  • Seeking blockchain & biotech investments advice

    Hey, I’m looking for advice on blockchain and biotech investment. Can you help? Want to explore opportunities and understand risks. Let’s chat

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

AY
Responded by 5 people
2