Isabel Cathcart, CFP®

Director of Operations at The Foundation for Global Sports Development
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
  • French Full professional proficiency

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2019
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    California Department of Insurance
  • Series 7, 66
    FINRA

Experience

  • The Foundation for Global Sports Development and Sidewinder Films
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Director of Operations
      • Apr 2019 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - International Wealth Advisor
      • Jun 2015 - Mar 2019

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • May 2012 - Jun 2015

  • Western International Securities
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Vice President - Investments
      • Apr 2011 - May 2012

  • The TCW Group
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Compliance Consultant
      • 2005 - 2006

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Vice President - Investments
      • Mar 2001 - Feb 2005

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Consultant
      • Jan 1993 - Mar 2001

Education

  • Pitzer College
    Economics & Psychology
  • University of London
    Economics

Community

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