Cathy Hession Email & Phone Number

Boston, Ma, Us

Weston, Ma

Optimizing the personal finances of entrepreneurs and investors - We offer our expertise to carefully selected individuals and families. We seek to provide high-quality independent advice on everything that is important to your personal finances, and we take great pride in fulfilling our fiduciary responsibility to our clients.

Westborough, Ma

• Developed compliance program for independent SEC-registered investment advisor and financial planning firm• Created company-wide IT strategy, data security plan, and disaster recovery readiness• Client engagement initiatives include brand rollout, Salesforce.com management, demand generation, lead nurturing, and digital/social media programs• Responsible for talent development, human resource policies, and employee benefits• Investment Committee member

Sudbury Ma

Responsibilities include:• Prepare, analyze and measure direct marketing and digital/social media lead generation• Manage vendor relationships and drive professional services expense reductions• Designed company website and mobile experience• Implemented CRM strategy and HubSpot implementationAbout Comrie Real Estate:Comrie Real Estate is a premier independent real estate agency, specializing in the marketing, listing and selling of new and resale residential homes, condominiums, land, and investment properties in the Boston Metrowest area.Comrie boasts a superior staff of well-trained real estate professionals who strive to provide an unparalleled level of service to their clients. Comrie Real Estate agents are experts in their field, consistently earning top sales and service awards. They understand the importance of images, video, and accurate descriptions in selling a home quickly and offer professional photography & videography, expert staging advice, and an extensive list of home improvement and mortgage specialists. For sellers, your listing will appear on all key real estate sites including MLS, Realtor.com, and Comriere.com.Comrie Real Estate’s mission is to guide our clients through all stages of the buying and selling process by providing skilled market analysis, up-to-date industry trends, and sound real estate advice to ensure every transaction goes as smoothly as possible.

Actively manage portfolio consisting of equities, fixed income, real estate and options, with specialized knowledge of volatility and cryptocurrency products. Quantitative and qualitative analysis is used to enhance and track performance while maintaining strong risk management parameters.

Management responsibilities were diverse and included directing daily operations (commission/brokerage P&L analysis), leading domestic trading team of 7, managing internal/external order flow and increasing IPO/follow-on allocations. Served as liaison between portfolio managers/analysts and the investment community. Head trader on newly incubated funds. AUM grew from $55B to over $100B during tenure.

Bs, Business Administration

Certification For Financial Planning Candidate