Wealth Coordinator
Max Wealth Management
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Catherine Tew Email & Phone Number
Wealth Coordinator
at
MAX WEALTH MANAGEMENT
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Current company
MAX WEALTH MANAGEMENT
Role
Wealth Coordinator
Location
Dothan, Alabama, United States
Who is Catherine Tew? Overview
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Quick answer
Catherine Tew is listed as Wealth Coordinator at MAX WEALTH MANAGEMENT, based in Dothan, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Catherine Tew.
Catherine Tew previously worked as Relationship Manager at Capsouth Wealth Management. Catherine Tew holds Master Of Arts, Communication from Auburn University.
Profile bio
About Catherine Tew
Catherine Tew is a Wealth Coordinator at MAX WEALTH MANAGEMENT. She possess expertise in press releases, newsletters, editing, public relations, social media and 10 more skills.
Listed skills include Press Releases, Newsletters, Editing, Public Relations, and 11 others.
Current workplace
Catherine Tew's current company
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Max Wealth Management
2 roles
Catherine Tew work experience
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Relationship Manager
I served for 10 years as a Chartered Retirement Plan Specialist and Relationship Manager for CapSouth Wealth Management. Prior to CapSouth, I worked in the legal and communication fields. In my most recent position, I was primarily responsible for coordinating and facilitating all administrative aspects of the corporate retirement plan client relationship, as well as plan design, investment due diligence, participant educational programs, and corporate retirement plan committee consultation. I held a Series 65 license, as well as the Chartered Retirement Plan Specialist® (CRPS) designation.Please contact me at 334-333-1860 if you are interested in discussing future opportunities within my fields of expertise.
Nov 2010 - Aug 2020
2 education records
Catherine Tew education
Master Of Arts, Communication
Bachelor Of Science, General Studies
FAQ
Frequently asked questions about Catherine Tew
Quick answers generated from the profile data available on this page.
What company does Catherine Tew work for?
Catherine Tew works for MAX WEALTH MANAGEMENT.
What is Catherine Tew's role at MAX WEALTH MANAGEMENT?
Catherine Tew is listed as Wealth Coordinator at MAX WEALTH MANAGEMENT.
Where is Catherine Tew based?
Catherine Tew is based in Dothan, Alabama, United States while working with MAX WEALTH MANAGEMENT.
What companies has Catherine Tew worked for?
Catherine Tew has worked for Max Wealth Management and Capsouth Wealth Management.
How can I contact Catherine Tew?
You can use AeroLeads to view verified contact signals for Catherine Tew at MAX WEALTH MANAGEMENT, including work email, phone, and LinkedIn data when available.
What schools did Catherine Tew attend?
Catherine Tew holds Master Of Arts, Communication from Auburn University.
What skills is Catherine Tew known for?
Catherine Tew is listed with skills including Press Releases, Newsletters, Editing, Public Relations, Social Media, Internal Communications, Microsoft Office, and Constant Contact.
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