Karen Bratt
Wellesley College
Tell me more about Karen Bratt?
Karen Bratt is a Senior Private Banker with 38.4 years of experience in wealth management. She combines top education and expertise in wealth management to provide customized services such as real estate lending, investment management, and business banking. Karen has a deep understanding of working with early-stage companies, venture capital partners, and entrepreneurs. She has held various leadership positions in renowned institutions such as First Republic, U.S. Trust, Boston Private, HSBC, and BankBoston. Karen's extensive experience and skills make her a valuable asset in the financial services industry.
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About
Senior Private Banker combining top education, experience and skills in wealth management to provide customized services including real estate lending, investment management, and business banking. Deep expertise in working with early stage companies, venture capital partners and entrepreneurs.
Work Experience
Managing Director
Banking
Karen Bratt's Professional Milestones
- Vice President (2000-12-01~2002-03-01): Driving organizational growth by planning and implementing strategic initiatives to achieve organizational goals.
- Senior Vice President (2004-01-01~2007-01-01): Driving strategic initiatives and expanding market share through effective leadership and strategic decision-making.
Education
Economics,
Bachelors
Skill
Mortgage Lending
Management
Portfolio Management
Investments
Asset Management
Equities
Asset Allocation
Capital Markets
Hedge Funds
Fixed Income
Banking
Financial Services
Securities
Risk Management
Certification
Colleagues
Mike S.
Senior Executive Vice President | Deputy Chief Operating Officer | Chief Risk Officer
James OBrien, CISSP, CISA, CCSP, CCSK
Deputy Chief Information Security Officer
Joe Finsterwald
Chief Technology Officer
Eric Lucero
Deputy Chief Marketing and Communications Officer
Eric Lucero
Deputy Chief Marketing And Communications Officer
Other Named Karen Bratt
Frequently asked questions
We found 1 Karen Bratt's email addresses
We found 1 Karen Bratt's phone numbers
Karen Bratt's social media include: Linkedin,
Karen Bratt works for First Republic
Karen Bratt's role in First Republic is Managing Director
Karen Bratt works in the industry of Banking
Karen Bratt's colleagues are Mike S.,James OBrien, CISSP, CISA, CCSP, CCSK,Joe Finsterwald
Karen Bratt's latest job experience is Managing Director at First Republic
Karen Bratt's latest education in Wellesley College