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Kathryn Sullivan
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Profilo
Kathryn Sullivan is a Laird Norton Trust Company Vice President and Client Service Manager.
Working closely with individuals and families, she coordinates the estate planning, accounting, cash flow, legal, and tax-related issues that impact each client’s financial situation.
Kathryn is also experienced in managing the tax ramifications of stock option and ISO sales.
Kathryn has more than 16 years of experience in the areas of investment management, client services, and wealth management.
Prior to joining the firm, she served as an Investment Executive at Piper Jaffray, Inc. (acquired by U.S.
Bank), managing brokerage accounts across the U.S.
She was also an Investment Specialist at Security Pacific Investment Bank in the Northwest.
Kathryn earned a BA in Business Administration, with a focus on Marketing, from Seattle University.
When she's not serving clients, she enjoys singing in choirs, boating, and the local arts scene.
Precedenti posizioni note di Kathryn Sullivan
Società | Posizione | Fine |
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Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Esperienze
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Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
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