Kathryn Anderson Email and Phone Number
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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.
Financial Services Institute (Fsi)
View- Website:
- financialservices.org
- Employees:
- 49
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Senior Vice President, Growth And Strategic PartnershipsFinancial Services Institute (Fsi) Jul 2024 - PresentDistrict Of Columbia, United StatesAs SVP, Growth and Strategic Partnerships, I am responsible for driving top-line growth and overseeing all revenue-generating activities within the organization. -
Vice President, Corporate RelationsFinancial Services Institute (Fsi) Jan 2013 - Jul 2024Washington, District Of Columbia -
Associate Vice President, Corporate RelationsFinancial Services Institute Sep 2016 - Nov 2019Washington DcFSI 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. -
Director Of Corporate RelationsFinancial Services Institute Jan 2013 - Aug 2016Greater Atlanta AreaFSI 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. -
Vice PresidentChs Blue & Gold Foundation 2010 - PresentAtlanta, GaThe 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.
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Gold Award Alliance ChairpersonGirl Scouts Of Greater Atlanta, Inc. 2000 - Jan 2013Atlanta, GaLiason 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. -
National AccountsWells 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. -
Assistant Vice PresidentWells 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. -
Assistant Vice President, Pro BankingWells Fargo 1997 - 2000Greater Atlanta AreaResponsible 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. -
AuditorBrooks, Mcginnis & Company, Llc 1996 - 1997Atlanta, GaAuditor with specialty in non-profit organizations and churches.
Kathryn Anderson Skills
Kathryn Anderson Education Details
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Chamblee High School
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.
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Kathryn Anderson
New York City Metropolitan Area3andersen.com, andersentax.com, gaintheory.com -
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Kathryn Anderson
Charlotte, Nc2gmail.com, compucom.com2 (800) 3XXXXXXX
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