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Kathy Giese, Cmp, Cmm profile image

Kathy Giese, Cmp, Cmm

Relationship Manager at H.D. Vest Financial Services
Intro Book
Kathy Giese, a seasoned financial expert, is a Certified Public Manager and Certified Management Professional with extensive experience in retirement planning, wealth management, and financial services.
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Location
Irving, Texas, United States, US
Languages
  • English -
Skills
  • Retirement Planning
  • Financial Planning
  • Wealth Management
  • Financial Services
  • Mutual Funds
  • Show all
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Bio

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Kathy Giese, Cmp, Cmm, is a seasoned expert in retirement planning, financial planning, and wealth management, with a proven track record of delivering exceptional service to clients. Holding a Bachelor's Degree in Finance from the University of Houston and a Management Program from SMU Cox, she has honed her skills in investments, estate planning, and financial services. As a seasoned Relationship Manager at H.D. Vest Financial Services, Kathy has provided strategic consulting, business succession planning, and championed service support for advisors. Her experience spans over three decades, with a notable tenure at Wells Fargo Bank, where she managed central Texas branches' monthly accounting updates and audits. Kathy is also a certified meeting professional, having earned her Certified Meeting Manager and Certified Meeting Professional designations from Meeting Professionals International.

Credentials

  • Certified Meeting Manager
    Meeting Professionals International
    Nov, 2010
    - Apr, 2026
  • Certified Meeting Professional
    Meeting Professionals International
    Jan, 2000
    - Apr, 2026

Experience

  • H.D. Vest Financial Services
    • Relationship Manager
      • Sep 1991 - Present

      Strategic consulting including business succession and continuation planning, maximizing and managing sponsor relationships and championing service and support for our Advisors.

  • Houston (central office)
    • Wells Fargo Bank
      • May 1987 - Sep 1991

      Responsible for the central texas branches monthly accounting updates and audit, as well as working closing with the IT department for programming of cost sharing and depreciation.

Education

  • 2016 - 2016
    Business Enterprise Institute
    Certification; Exit Planning Boot Camp for Advisors, Succession Planning
  • 1982 - 1984
    University of Houston
    Bachelor’s Degree, Finance
  • 1981 - 1982
    Texas A&M University
    Business
  • 1978 - 1981
    Texas Tech University
    Business
  • SMU Cox
    Management Program

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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