Kathryn Anderson

Kathryn Anderson Email and Phone Number

Senior Vice President, Growth and Strategic Partnerships @ Financial Services Institute (FSI)
washington, district of columbia, united states
Kathryn Anderson's Location
Cumming, Georgia, United States, United States
Kathryn Anderson's Contact Details

Kathryn Anderson work email

Kathryn Anderson personal email

n/a
About Kathryn Anderson

Kathryn brings over 28 years of experience in the financial services industry, where she has held key roles in private banking, sales, and national accounts. In her current role, Kathryn is responsible for driving top-line growth and overseeing all revenue-generating activities within the organization. Before joining FSI, she spent more than 12 years in sales and national accounts at Wells Real Estate Funds, where she developed strategic relationships with independent broker/dealers and financial institution broker/dealers nationwide. At Wachovia Bank, Kathryn served as a senior relationship banker, working closely with consumers and businesses to establish comprehensive client relationships, including deposits, lending, treasury services, and investments. She graduated from the University of North Georgia in 1996 with a B.S. in Accounting and has held Series 7, 63, life and health insurance, and real estate licenses.

Kathryn Anderson's Current Company Details
Financial Services Institute (FSI)

Financial Services Institute (Fsi)

View
Senior Vice President, Growth and Strategic Partnerships
washington, district of columbia, united states
Employees:
49
Kathryn Anderson Work Experience Details
  • Financial Services Institute (Fsi)
    Senior Vice President, Growth And Strategic Partnerships
    Financial Services Institute (Fsi) Jul 2024 - Present
    District Of Columbia, United States
    As SVP, Growth and Strategic Partnerships, I am responsible for driving top-line growth and overseeing all revenue-generating activities within the organization.
  • Financial Services Institute (Fsi)
    Vice President, Corporate Relations
    Financial Services Institute (Fsi) Jan 2013 - Jul 2024
    Washington, District Of Columbia
  • Financial Services Institute
    Associate Vice President, Corporate Relations
    Financial Services Institute Sep 2016 - Nov 2019
    Washington Dc
    FSI is the nation's premier advocacy and membership organization for independent broker-dealers and independent financial advisors. Manage day-to-day relationships with sponsor companies and member firms. Lead projects designed to increase firm and financial advisor membership growth and renewals and to enhance member engagement.
  • Financial Services Institute
    Director Of Corporate Relations
    Financial Services Institute Jan 2013 - Aug 2016
    Greater Atlanta Area
    FSI is the nation's premier advocacy and membership organization for independent broker-dealers and independent financial advisors. Manage day-to-day relationships with sponsor companies and member firms. Lead projects designed to increase firm and financial advisor membership growth and renewals and to enhance member engagement.
  • Chs Blue & Gold Foundation
    Vice President
    Chs Blue & Gold Foundation 2010 - Present
    Atlanta, Ga
    The Blue & Gold Foundation was formed in 2004, as a 501(c)3 non-profit organization. It was created to raise funds to support Chamblee High School and the Greater Chamblee Community.
  • Girl Scouts Of Greater Atlanta, Inc.
    Gold Award Alliance Chairperson
    Girl Scouts Of Greater Atlanta, Inc. 2000 - Jan 2013
    Atlanta, Ga
    Liason between Gold Award Alliance and Girl Scout council office. Responsible for meeting management, facilitating coordination of events and managing accounting records for the group. The Girl Scout Gold Award Alliance was proposed at the October 1993 National Council Session of Girl Scouts. Delegates to the convention created this proposal that GSUSA establish the Girl Scout Award Alliance for those who have received the highest award available to them in Girl Scouting. This includes individuals who have earned the Golden Eaglet, First Class, Curved Bar, and the Girl Scout Gold Award. The Alliance will help support girls currently working toward this award and will ultimately enhance the overall recognition of the Girl Scout Gold Award.
  • Wells Real Estate Funds
    National Accounts
    Wells Real Estate Funds Nov 2007 - Dec 2012
    • Establish, maintain and grow 40 key accounts representing over 1.4 billion in sales. • Design and execute strategic plans and marketing opportunities to promote company sales.• Cultivate relationships with decision makers at partner companies through calls, web presentations and office visits. • Encourage open communication with clients to ensure goals are met and needs are addressed.• Compute ROI for each opportunity and evaluation of whether or not to repeat investment in the future. • Distribute information to sales team relevant to client management and provide opportunities for interaction with client.• Attend sales conferences to promote product via breakout presentation, booth management and client interaction.• Prospect for new accounts, taking into consideration the potential profitability, risks and ongoing investment needed to maintain the account.• Document all conversations, procedures and restrictions for each account and effectively communicate that information corporately.
  • Wells Real Estate Funds
    Assistant Vice President
    Wells Real Estate Funds Jun 2000 - Oct 2007
    • Built and maintained a top producing territory 3 years in a row and consistently was in top 30% of all producing territories • Promote sales of Wells financial products by dealing with independent financial advisors who sell those financial products.• Recruit new financial advisors as well as maintaining ongoing contact with existing database• Educate financial advisors on the features and benefits of Wells products through phone calls, web conferencing and in office visits.• Attend sales conferences and promote product line.• Gather information on an advisors practice to analyze which products might be a fit and then helping them to implement into their practice.
  • Wells Fargo
    Assistant Vice President, Pro Banking
    Wells Fargo 1997 - 2000
    Greater Atlanta Area
    Responsible for cultivating relationships with existing high potential customers within Wachovia's system, as well as building customer base for the bank. This role examined a customer's existing portfolio and found ways to enhance services and retain relationships with the client. As a Pro Banking representative, I provided investment services, insurance, deposit and loan needs.
  • Brooks, Mcginnis & Company, Llc
    Auditor
    Brooks, Mcginnis & Company, Llc 1996 - 1997
    Atlanta, Ga
    Auditor with specialty in non-profit organizations and churches.

Kathryn Anderson Skills

Series 7 Alternative Investments Investments Management Portfolio Management Securities Finance Series 63 Real Estate License Crm Sales Life And Health Insurance Licenses Insurance Mutual Funds Real Estate Banking Event Management Nonprofits Project Management

Kathryn Anderson Education Details

Frequently Asked Questions about Kathryn Anderson

What company does Kathryn Anderson work for?

Kathryn Anderson works for Financial Services Institute (Fsi)

What is Kathryn Anderson's role at the current company?

Kathryn Anderson's current role is Senior Vice President, Growth and Strategic Partnerships.

What is Kathryn Anderson's email address?

Kathryn Anderson's email address is ka****@****ref.com

What schools did Kathryn Anderson attend?

Kathryn Anderson attended University Of North Georgia - Mike Cottrell College Of Business, Chamblee High School.

What skills is Kathryn Anderson known for?

Kathryn Anderson has skills like Series 7, Alternative Investments, Investments, Management, Portfolio Management, Securities, Finance, Series 63, Real Estate License, Crm, Sales, Life And Health Insurance Licenses.

Who are Kathryn Anderson's colleagues?

Kathryn Anderson's colleagues are Wanda Blevins, Robin Traxler, Godfred Beble, Samiur Rahman, Hade Hade, Attiya Cheema, Darvesh Omrawoo.

Not the Kathryn Anderson you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.