Kate Park
Senior Wealth Executive at Vanguard
Based in Scottsdale, United States
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Seniority
Director
Department
Finance & Accounting
Location
Scottsdale
Industry
Financial Services
Company size
26K
Contact information
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k•••••••@investor.vanguard.com
Phone
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Background
About Kate Park
Experienced Senior Wealth Executive working with Vanguard’s largest Wealth Management clients. Skilled in Asset Management, Retirement Planning, Investment Advisory, and Wealth Management. Certified Financial Planner(TM) professional with a Master's degree in Counseling Psychology from Arizona State University. Adept at developing a deep understanding of clients’ personal and financial goals and implementing a personalized and cohesive wealth management strategy to help them achieve those goals.
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