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Cfp Kathy Freed


Plymouth Meeting, Pennsylvania, United States

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Work Experience

Cerity Partners

Principal

2022-04-01T00:00:00.000Z - Present

Threshold

Director

2015-04-01T00:00:00.000Z - 2022-05-01T00:00:00.000Z

Permit Capital Advisors

Director of Impact Initiatives

2018-04-01T00:00:00.000Z - 2022-05-01T00:00:00.000Z

Citizens Bank

Senior Vice President

2007-12-01T00:00:00.000Z - 2015-03-01T00:00:00.000Z

World Affairs Council Of Philadelphia

Board member

2012-01-01T00:00:00.000Z - 2015-01-01T00:00:00.000Z

Convergent Wealth Advisors

Director

2006-01-01T00:00:00.000Z - 2008-01-01T00:00:00.000Z

Us Trust

Senior Vice President

2003-06-01T00:00:00.000Z - 2006-11-01T00:00:00.000Z

Pennsylvania Trust

Senior Vice President and Director of Marketing

1998-10-01T00:00:00.000Z - 2003-06-01T00:00:00.000Z

Corestates Bank

Vice President

1984-11-01T00:00:00.000Z - 1998-08-01T00:00:00.000Z

Skills

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Languages

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