Please complete the CAPTCHA to continue
@roycefunds.com
✓
3 phones found area 212 and 800
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Kate Masters is listed as Retired based in Nyack, New York, United States. AeroLeads shows a work email signal at roycefunds.com, phone signal with area code 212, 800, and a matched LinkedIn profile for Kate Masters.
Kate Masters previously worked as Relationship Manager at The Royce Funds and Marketing Writer at Royce & Associates. Kate Masters holds Bachelor Of Arts (Ba) from Marymount College Of Fordham University.
This section adds company-level context without repeating Kate Masters's masked contact details.
AeroLeads found 1 current-domain work email signal for Kate Masters. Compare company email patterns before reaching out.
I am a Relationship Manager with 20+ years of experience in the mutual fund industry. Throughout my career I have worked in a variety of capacities, including Investor Relations, Sales, Marketing and Client Service, and enjoy bringing the sum of my experience together to address many facets of a client’s concerns.
Listed skills include Mutual Funds, Asset Management, Investments, Equities, and 12 others.
A career timeline built from the work history available for this profile.
Greater New York City Area
Manage Royce’s relationships with the four major RIA custodial platforms – Charles Schwab, Fidelity, TD Ameritrade, and Pershing, as well as key regional Broker-Dealers and fund platforms, uncovering research and marketing opportunities, and facilitating resolution of contract and operational issues. Royce & Associates is one of the industry's most.
- Content development for print and online initiatives- Project management, from content development, editorial and legal review, design, print to fulfillment.
Greater New York City Area
Wrote articles, brochures, and other sales literature primarily for the mutual fund industry. Clients included AllianceBernstein, GE Capital, John Nuveen & Co., Oppenheimer Funds, PIMCO (then Thomson Fund Group)
Stamford, CT
Initial accomplishment was to conceptualize, write, and manage design and production of a comprehensive package of materials to support the rollout of Thomson Fund Group—a new family of mutual funds. This exciting “build it from the ground up” opportunity spanned approximately one year. Ongoing work included writing two quarterly newsletters (one each for.
Greater New York City Area
Wrote chairman’s letters for quarterly shareholder reports, corporate newsletter, biographies of professional staff, issuing press releases, light advertising, and mutual fund marketing materials. Also responded to shareholder letters and phone calls.
Greater New York City Area
“Wholesaler” with responsibility for broker dealers in New York City, and banks and savings and loans throughout New York State and New Jersey. Responsible for Unit Investment Trust sales, which included relationship management and development of new accounts.Internal Sales Representative 1983 – 1985 (2 years)Sales associate with extensive contact with the.
Quick answers generated from the profile data available on this page.
Kate Masters is listed as Retired.
AeroLeads has found 1 work email signal at @roycefunds.com for Kate Masters.
AeroLeads has found 3 phone signal(s) with area code 212, 800 for Kate Masters.
Kate Masters is based in Nyack, New York, United States.
Kate Masters has worked for The Royce Funds, Royce & Associates, Alliancebernstein Investments, Self-Employed, and Pimco Funds (Then Thomson Fund Group),.
You can use AeroLeads to view verified contact signals for Kate Masters, including work email, phone, and LinkedIn data when available.
Kate Masters holds Bachelor Of Arts (Ba) from Marymount College Of Fordham University.
Kate Masters is listed with skills including Mutual Funds, Asset Management, Investments, Equities, Financial Services, Series 63, Wealth Management, and Asset Allocation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Kate Masters you were looking for.
