Cfp Kathy Freed
Plymouth Meeting, Pennsylvania, United States
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Cfp Kathy Freed’s Email kfreed@permitcapital.com
Social Media
Cfp Kathy Freed’s Location Plymouth Meeting, Pennsylvania, United States
Cfp Kathy Freed’s Current Industry Cerity Partners
Cfp Kathy Freed’s Prior Industry Threshold | Permit Capital Advisors | Citizens Bank | World Affairs Council Of Philadelphia | Convergent Wealth Advisors | Us Trust | Pennsylvania Trust | Corestates Bank
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Work Experience
Cerity Partners
Principal
2022-04-01T00:00:00.000Z - PresentThreshold
Director
2015-04-01T00:00:00.000Z - 2022-05-01T00:00:00.000ZPermit Capital Advisors
Director of Impact Initiatives
2018-04-01T00:00:00.000Z - 2022-05-01T00:00:00.000ZCitizens Bank
Senior Vice President
2007-12-01T00:00:00.000Z - 2015-03-01T00:00:00.000ZWorld Affairs Council Of Philadelphia
Board member
2012-01-01T00:00:00.000Z - 2015-01-01T00:00:00.000ZConvergent Wealth Advisors
Director
2006-01-01T00:00:00.000Z - 2008-01-01T00:00:00.000ZUs Trust
Senior Vice President
2003-06-01T00:00:00.000Z - 2006-11-01T00:00:00.000ZPennsylvania Trust
Senior Vice President and Director of Marketing
1998-10-01T00:00:00.000Z - 2003-06-01T00:00:00.000ZCorestates Bank
Vice President
1984-11-01T00:00:00.000Z - 1998-08-01T00:00:00.000Z