Kathy Muldoon
Corporate Officer/Principal presso Carter Financial Management
Profilo
Kathy Muldoon is Senior Vice President of Carter Financial Management.
Prior to joining Carter Financial Management, she was Chairman of Dallas-Fort Worth Society of Certified Financial Planner Board of Standards, Inc. and International Association for Financial Planning (IAFP).
Previously, she was a Professor at the University of Dallas.
Ms. Muldoon received a degree from Santa Clara University.
Posizioni attive di Kathy Muldoon
| Società | Posizione | Inizio |
|---|---|---|
Carter Financial Management
 Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
Precedenti posizioni note di Kathy Muldoon
| Società | Posizione | Fine |
|---|---|---|
| The International Association for Financial Planning | Presidente | - |
| University of Dallas | Corporate Officer/Principal | - |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Presidente | - |
Formazione di Kathy Muldoon
| Santa Clara University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
| The International Association for Financial Planning |
- Borsa valori
- Insiders
- Kathy Muldoon
