Catherine Fortier Email & Phone Number

San Diego, Ca, Us

While waiting for the right opportunity in the financial industry, I've challenged myself to accomplish one of my dreams - to write a novel. I've created a multiple-point-of-view story about Immunes starting a new community. I'm currently editing the first book with plans to finish several more. Website coming soon. Stay tuned.

Newark, New Jersey, Us

Owner, Investment Advisor and Portfolio Manager at Drawbridge Wealth, a division of Capital Markets IQ, LLC, an SEC Registered Investment Advisory firm.* Act as a third-party asset manager to advisors.* Research and analyze investments for clients to determine strategies that meet their financial objectives.* Collaborate with Compliance Officer to provide compliance-approved marketing materials to advisors and clients.* Administer and trade models and investments on multiple custodian platforms including Fidelity, Schwab, Interactive Brokers, and Trust Company of America.

Lees Summit, Missouri, Us

Drawbridge Strategies creates quantitative or rules-based investment models for individuals, advisors, financial institutions, and publishers focused on minimizing risk.* Developed 6 models designed to mitigate risk while reducing drawdowns and volatility.* Created client-approved fact sheets for advisors and investors* Designed and created a website for the company including descriptions of the models* Responsible for day-to-day operations including overseeing email campaigns, marketing materials, strategic planning, legal, and accounting.

Allowing Financial Publishers, Institutions, and other Financial professionals access to customized models that can be re-branded under their own name.

St. Louis, Mo, Us

Delivered financial advisory services to clients on investments based on their goals, risk tolerance, and time horizon. Developed a solid financial plan to help clients achieve their financial goals.* Devised customized plans for clients which included investments, insurance, annuities, and long-term care.* Conducted monthly meetings to teach clients about investing and market trends, as well as conducted specialized educational seminars for clients and prospects.* Successfully managed and operated a book of business, growing from 0 to over $20 million AUM while moving offices 4 times in less than 3 years.

Performed a wide range of accounting and bookkeeping tasks including preparing tax returns and supporting documents for individuals, partnerships, and S-Corporations.* Prepared financial statements and tax returns for partners to review. Ensured the accuracy and completeness of accounts by reviewing general ledger accounts and making general journal entries.

Boston, Massachusetts, Us

Conducted and reviewed net asset value calculations and supported documentation for various types of mutual funds, partnering with over 5 mutual fund companies.* Functioned as part of a team accountable for transitioning mutual fund companies from old accounting software to new accounting software.* Developed instruction booklet for fund accountants to reconcile monthly books and ledgers and received company award.* Learned custody system to oversee fund group securities settlement.

Bachelor Of Science, Accounting

Associates In Arts

Education record