articulating words into action@ Tutor Doctor
Edmonton, Alberta, Canada
Kathryn Charr
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The University of British Columbia
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FlashIntel GPTKathryn Charr is a highly experienced professional with 17.5 years of work experience in trust and estate administration. She specializes in trust and estates and has a strong background in estate planning and wealth management services. Kathryn has worked with high net worth clients in challenging and emotionally charged situations. She has expertise in research, workshop facilitation, and one-on-one planning and learning. Kathryn has held various roles at reputable institutions such as Tutor Doctor, TD, and CIBC, where she has demonstrated her skills in strategic financial planning and investment advisory. She is currently based in Edmonton, Canada.
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About
A creative and innovative professional with significant experience in business development with high net worth clients in challenging and emotionally charged situations. 20+ years of financial experience Expertise in research; workshop facilitation; one on one planning and learning Specialties: Trust and Estates
Work Experience
articulating words into action
Education Administration Programs
Kathryn Charr's Professional Milestones
- Private Banking Officer (2006-04-01~2008-01-01): Streamlined banking operations, resulting in improved customer satisfaction and increased company's profitability.
- articulating words into action (2019-03-01~): Providing personalized guidance and support to students, guiding them towards success and success.
Education
Russian Language & English Literature
Skill
Trusts
Probate
Trust Services
Estate Administration
Estate Planning
Wealth Management Services
High Net Worth Individuals
Wealth
Asset Allocation
Banking
Private Banking
Retirement Planning
Retirement
Estate Law
Investment Advisory
Wealth Management
Strategic Financial Planning
Tax
Powers Of Attorney
Investment Management
Financial Advisory
Relationship Management
Financial Planners
Investment Strategies
Finance
Securities
Portfolio Management
Asset Management
Financial Services
Financial Planning
Certification
Colleagues
Joaquin Pineda
franchise owner of tutor doctor ottawa | one-on-one online and in-home personalized tutoring!
Ilona Perrier
Business Owner
Nick Smith
Owner | Educational Consultant | Tutor | Doctor
Dianne Peters
Owner | Tutor Doctor
Jeff Clark
Owner | Tutor | Doctor
Other Named Kathryn Charr
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Kathryn Charr's social media include: Linkedin,
Kathryn Charr works for Tutor Doctor
Kathryn Charr's role in Tutor Doctor is articulating words into action
Kathryn Charr works in the industry of Education Administration Programs
Kathryn Charr's colleagues are Joaquin Pineda,Ilona Perrier,Nick Smith
Kathryn Charr's latest job experience is articulating words into action at Tutor Doctor
Kathryn Charr's latest education in The University of British Columbia
