Kate Doherty
Director of Portfolio and Wealth Administration at BBR Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Charleston, US
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Experience
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BBR Partners
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United States
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Investment Management
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100 - 200 Employee
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Director of Portfolio and Wealth Administration
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Jul 2021 - Present
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Vice President of Portfolio & Wealth Administration
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Jun 2012 - Jul 2021
Greater New York City Area
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Portfolio Administration Associate
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Sep 2009 - Jun 2012
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Goldman Sachs Ayco
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United States
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Financial Services
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200 - 300 Employee
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Information Services Associate
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Jan 2008 - Aug 2009
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PwC
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Professional Services
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700 & Above Employee
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Systems & Process Assurance Experienced Associate
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Jul 2006 - Nov 2007
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Education
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2002 - 2006
Canisius College
BS, Accounting & Accounting Information Systems
Community
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