Kathryn Swan

Wealth Manager at Blakely Walters
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Contact Information
us****@****om
(386) 825-5501
Location
Scottsdale, Arizona, United States, US
Languages
  • Spanish Elementary proficiency

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Bio

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Credentials

  • Life and Health Insurance License
    Arizona Department of Insurance and Financial Institutions
    Apr, 2023
    - Nov, 2024
  • Series 66
    FINRA
    Nov, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2022
    - Nov, 2024
  • SIE
    FINRA
    Mar, 2022
    - Nov, 2024

Experience

  • Blakely Walters
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Dec 2022 - Present

    • Paraplanner
      • Dec 2021 - Dec 2022

  • CorLux Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Intern
      • May 2021 - Nov 2021

  • Fester & Chapman PLLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Audit Intern
      • Jul 2020 - Dec 2020

  • AssuredPartners
    • United States
    • Insurance
    • 700 & Above Employee
    • Accounting Intern
      • May 2019 - Aug 2019

  • Alliance Insurance Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Claims Assistant
      • Jul 2018 - Aug 2018

      Facilitated the filing of claims and incident reports Facilitated the filing of claims and incident reports

Education

  • Grand Canyon University
    Bachelor of Applied Science - BASc, Accounting
    2018 - 2021
  • London Metropolitan University
    Study Abroad
    2020 - 2020

Community

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