Katherine Cipitria Email & Phone Number
Who is Katherine Cipitria? Overview
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Katherine Cipitria is listed as Financial Services Assistant at Lawton Partners Wealth Management, a company with 16 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for Katherine Cipitria.
Katherine Cipitria previously worked as Banking Advisor at Rbc and Client Advisor Intern at Rbc. Katherine Cipitria holds Business Administration, Business Administration And Management, General from Red River College.
Email format at Lawton Partners Wealth Management
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About Katherine Cipitria
Seventeen years of experience in the banking industry of which ten were as a specialist in investment advice. Knowledge and specialization in mutual fund products, stocks, currencies, and term deposits in Chile and Canada. High professionalism and skills developed in wealth management. Client portfolio management executed with excellence in different risk profiles. A goal-oriented executive who works very well in a team. Expertise in customer service and conflict resolution.
Katherine Cipitria's current company
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Katherine Cipitria work experience
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Banking Advisor
Understand a client's financial goals and then assist in creating strategies to achieve them.
Client Advisor Intern
- Delegated Lending Authority Level 1 Successfully Completed
- Client Advisor Training Process Successfully Completed
Ejecutiva De Inversion
- Recognized by my supervisors with exceeds expectations in 2020 for my excellent performance and contributions to the team.
- Exceeded the average sales targets of my last 5 years in the company
Colleagues at Lawton Partners Wealth Management
Other employees you can reach at lawtonpartners.ca. View company contacts for 16 employees →
Alison Hanneson
Colleague at Lawton Partners Wealth ManagementCanada, Canada
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Barb Modjeski
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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DK
Dwaine King
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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TG
Travis Gesell, Cpa
Colleague at Lawton Partners Wealth ManagementGreater Winnipeg Metropolitan Area, Canada
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JA
Jessica Aplin
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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RB
Ryan Brite, Cfa, Cbv
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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RS
Riley Snell, Cfp, Clu
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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WT
Wayne Townsend
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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LD
Leanne Doverspike
Colleague at Lawton Partners Wealth ManagementWinnipeg, Manitoba, Canada, Canada
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CB
Carol Belton
Colleague at Lawton Partners Wealth ManagementGreater Winnipeg Metropolitan Area, Canada
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Katherine Cipitria education
Business Administration, Business Administration And Management, General
Diploma In Finance, Finanzas, General
Administrador Financiero, Finanzas, Financial Management Technician
Frequently asked questions about Katherine Cipitria
Quick answers generated from the profile data available on this page.
What company does Katherine Cipitria work for?
Katherine Cipitria works for Lawton Partners Wealth Management.
What is Katherine Cipitria's role at Lawton Partners Wealth Management?
Katherine Cipitria is listed as Financial Services Assistant at Lawton Partners Wealth Management.
Where is Katherine Cipitria based?
Katherine Cipitria is based in Winnipeg, Manitoba, Canada while working with Lawton Partners Wealth Management.
What companies has Katherine Cipitria worked for?
Katherine Cipitria has worked for Lawton Partners Wealth Management, Rbc, Scotiabank, and Banco Del Desarrollo.
Who are Katherine Cipitria's colleagues at Lawton Partners Wealth Management?
Katherine Cipitria's colleagues at Lawton Partners Wealth Management include Alison Hanneson, Barb Modjeski, Dwaine King, Travis Gesell, Cpa, and Jessica Aplin.
How can I contact Katherine Cipitria?
You can use AeroLeads to view verified contact signals for Katherine Cipitria at Lawton Partners Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Katherine Cipitria attend?
Katherine Cipitria holds Business Administration, Business Administration And Management, General from Red River College.
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