Kathleen Landrigan

Kathleen Landrigan Email and Phone Number

Investment Management Professional @
Kathleen Landrigan's Location
Falmouth, Massachusetts, United States, United States
About Kathleen Landrigan

FINANCIAL SERVICES/INVESTMENTS/FINANCIAL PLANNINGMy track record is one of success in the investment, insurance, and pension fund management industries. I specialize in analyzing and identifying opportunities for growth and managing a high volume of diverse responsibilities. I provide prompt, high-level service instrumental in building long-term client relationships. I earned my MBA in Finance at the University of Connecticut and my BS in Business Administration and Finance at Providence College. I hold FINRA Series 7 and 66 licenses and state life and health licenses. I am known for my ability to inspire confidence, to quickly grasp technical matters, and deliver results against tight deadlines.Specialties: Asset & Portfolio Management / Investments / Financial Planning / Client RelationsResearch / Market Analysis / Risk Management / Credit Analysis / Investment Strategy / CRM

Kathleen Landrigan's Current Company Details
Bankers Life Securities, Inc

Bankers Life Securities, Inc

Investment Management Professional
Kathleen Landrigan Work Experience Details
  • Bankers Life Securities, Inc
    Central Sales Assistant
    Bankers Life Securities, Inc Nov 2021 - Present
  • Ameriprise Financial Services, Inc.
    Registered Client Service Associate
    Ameriprise Financial Services, Inc. Jun 2011 - Oct 2020
    Provide diverse analysis and support to Forbes Best-in-State Next-Generation Wealth Advisor in managing client portfolios and growing AUM. Complete and track new business submissions and rollovers, execute trades, submit annuity and insurance new business and oversee to issuance, assist with financial plans and build superior relationships with high net worth clients.
  • Kreitler Financial
    Associate Financial Planner
    Kreitler Financial Dec 2009 - Jan 2011
    Teamed with financial advisors to provide comprehensive financial planning and investment management services to high net worth clients. Prepared portfolio reviews and investment recommendations. Researched financial issues related to estate planning, taxes and insurance.
  • Capital Wealth Management
    Investment Analyst
    Capital Wealth Management Jan 2006 - Feb 2009
    Provided analysis, research and recommendations in the management of investment portfolios of high net worth clients. Teamed with Investment Advisors to strategize and implement investment actions in response to market conditions, client goals and risk tolerance. Proactive in prospecting new business.
  • The Pension Service, Inc.
    Pension Administrator
    The Pension Service, Inc. Aug 1998 - Jan 2006
    Calculated retirement, disability and death benefits for employer sponsored defined benefit plans. Analyzed plan legal documents and financial statements. Prepared Form 5500 IRS filings
  • Aetna, Inc.
    Senior Portfolio Analyst, Portfolio Management Group
    Aetna, Inc. Apr 1988 - Aug 1991
    Hartford, Connecticut
  • Aetna, Inc.
    Senior Financial Analyst, Financial Guarantee Dept.
    Aetna, Inc. Jan 1985 - Apr 1988
    Hartford, Connecticut

Kathleen Landrigan Education Details

Frequently Asked Questions about Kathleen Landrigan

What company does Kathleen Landrigan work for?

Kathleen Landrigan works for Bankers Life Securities, Inc

What is Kathleen Landrigan's role at the current company?

Kathleen Landrigan's current role is Investment Management Professional.

What schools did Kathleen Landrigan attend?

Kathleen Landrigan attended University Of Connecticut School Of Business, Providence College.

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