Experience

Veery Capital

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Nov 2020 - 3 years 2 months

  Wilmington, DE

• Sr. New Business Coordinator

  • Oct 2012 - Nov 2020

  Kathleen is responsible for all aspects of insurance processing as well as tracking the status and servicing client’s protection products, including life, disability & long term care insurance. Kathleen works with insurance carriers, brokers vendors, service providers and agents to secure the best possible coverage for Blue Rock’s clients. Registered Representative, Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Blue Rock Financial Group and Cambridge are… Show more Kathleen is responsible for all aspects of insurance processing as well as tracking the status and servicing client’s protection products, including life, disability & long term care insurance. Kathleen works with insurance carriers, brokers vendors, service providers and agents to secure the best possible coverage for Blue Rock’s clients. Registered Representative, Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Blue Rock Financial Group and Cambridge are not affiliated.


Legacy Planning Partners
• Financial Services
• 1 - 100 Employee
• Insurance Specialist

  • Feb 2010 - Oct 2012