Catherine Carnegie
Registered Financial Services Associate at Sage Rutty & Co., Inc
Based in Rochester, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Rochester
Industry
Financial Services
Company size
79
Contact information
Reveal Catherine's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
c•••••••@sagerutty.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Catherine Carnegie
Over 30 years experience in the Financial Industry. Delivering a highly professional and personal experience to clients. Accurately handle trading requests. Process monetary requests. Monitoring of clients' accounts for distributions to ensure funds are available for processing. Oversee the day-to-day administration of accounts. Manage Documentation Needs (new account forms, account transfers, copies of tax forms, etc.) Entering notes in Junxure CRM program. Licenses: a FINRA Series 11 license and a Notary Public License, FPQP®. Very much into family and spends a lot of time with my niece Rachel, sister Mollene (and Dan) and son Jonathan (who is a 2015 graduate of S.I. Newhouse @ Syracuse University.
Decision-makers
Other people at Sage Rutty & Co., Inc
- MMManager
Michelle Mayes
Practice Integrator · Operations
- GMOther
Gina M. Griffo
First Vice President, Wealth Manager · Other
- KSVp
Katrina Smith
Vice President, Advisor · General Business & Management
- TMStaff
Tabitha McGurk
Financial Services Associate · Finance & Accounting
- SKStaff
Steve Kurvach
Financial Advisor · Finance & Accounting
Build a list of verified contacts at Sage Rutty & Co., Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Catherine
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime