Cfp Katie Burak Email & Phone Number | I graduated from Cleary University in 2007 with a Bachelor of Business Administration with a concentration in finance, and went on to complete the Master of Business Administration in Management in 2009. I hold the Series 7, 66, and 24 registrations, and the North Carolina life and health insurance licenses. I am passionate about educating, learning, giving and leading an active lifestyle. I am involved in the community through various activities, such as coaching the local Special Olympics swim team. I enjoy traveling, swimming, running, and spending time with friends and family.

Cfp Katie Burak

I graduated from Cleary University in 2007 with a Bachelor of Business Administration with a concent...
Charlotte Metro, Charlotte Metro, United States

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Cfp Katie Burak’s Email katherine.barnwell@lpl.com

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Cfp Katie Burak’s Location Charlotte Metro, Charlotte Metro, United States

Cfp Katie Burak’s Current Industry Vanguard

Cfp Katie Burak’s Prior Industry Consolidated Planning | Lpl Financial | Sovereign Investment | Cleary University

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Work Experience

Vanguard

Head of Sales Coverage Strategy

2023-09-01T00:00:00.000Z - Present

Consolidated Planning

Financial Professional, CFP

2016-01-01T00:00:00.000Z - 2017-01-01T00:00:00.000Z

Lpl Financial

Compliance Analyst

2015-02-01T00:00:00.000Z - 2015-12-01T00:00:00.000Z

Sovereign Investment

Client Services Manager

2009-02-01T00:00:00.000Z - 2015-02-01T00:00:00.000Z

Cleary University

Adjunct Faculty

2010-05-01T00:00:00.000Z - 2012-09-01T00:00:00.000Z

Skills

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Languages

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FAQ About Cfp Katie Burak

Cfp Katie Burak is located at
Charlotte Metro, Charlotte Metro, United States

Cfp Katie Burak is a I graduated from Cleary University in 2007 with a Bachelor of Business Administration with a concentration in finance, and went on to complete the Master of Business Administration in Management in 2009. I hold the Series 7, 66, and 24 registrations, and the North Carolina life and health insurance licenses. I am passionate about educating, learning, giving and leading an active lifestyle. I am involved in the community through various activities, such as coaching the local Special Olympics swim team. I enjoy traveling, swimming, running, and spending time with friends and family.

Cfp Katie Burak currently works in the Vanguard |

No Languages Available

Cfp Katie Burak has prior
experience in the following industries:
Consolidated Planning | Lpl Financial | Sovereign Investment | Cleary University

Cfp Katie Burak has the following professional experience:
Vanguard | Consolidated Planning | Lpl Financial | Sovereign Investment | Cleary University