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Kathryn Wolfe Email & Phone Number
Client Associate
at
Stateline Wealth Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Associate
Location
Flat Rock, North Carolina, United States
Who is Kathryn Wolfe? Overview
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Quick answer
Kathryn Wolfe is listed as Client Associate at Stateline Wealth Advisors, based in Flat Rock, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Kathryn Wolfe.
Kathryn Wolfe previously worked as Private Wealth Management Intern at Baird and Excel and Tableau Trainee at The Global Tech Experience. Kathryn Wolfe holds Undergraduate, Economics And Management, Sophomore from University Of North Carolina At Chapel Hill.
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Stateline Wealth Advisors
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Profile bio
About Kathryn Wolfe
Self-disciplined college student at the University of North Carolina at Chapel Hill with an aptitude for marketing, personal finance, and cross-cultural communication. Has proven customer service, organization, and communication skills both internationally and domestically. Interested in gaining additional work experience for both personal and professional growth.
Current workplace
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7 roles
Kathryn Wolfe work experience
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Private Wealth Management Intern
Monitored and updated comprehensive financial plans tailored to individual client needs, leading to improved financial stability.Maintained detailed records of all client interactions, transactions, and correspondence, ensuring easy retrieval of information when needed and promoting transparency in communication across the team.Worked with clients to develop financial planning strategies and solutions through evaluation of finances.Gained proficiency in various financial tools and software for efficient data analysis and report generation.Established relationships with key associates within the organization to foster collaboration on shared goals related to client financial management services.
May 2024 - Aug 2024
Excel And Tableau Trainee
The Global Tech Experience
Conducted data analysis using Excel, including functions, pivot tables, and visualizations.Created visualizations, interactive dashboards, and reports using Tableau Software.Analyzed A/B test results and produced data-driven business recommendations.Aggregated unstructured data from multiple sources to streamline data analysis.Created data visualization for a variety of industries and scenarios leveraging best practices to create visualizations that are clean, clear, and accurate.Collaborated with a global team to complete analysis tasks.
May 2023 - Aug 2023
Pet Sitter
Provided in-home pet care, ensured pets were fed on time, and given requisite amount of daily exercise and playtime.Maintained clear and accurate weekly records on animal behavior, food intake, and medication regiment.Communicated daily with owners and vets about pet’s activity levels, appetite, and mood.
Aug 2022 - Aug 2023
Business Secretary
Utilized Microsoft Office, processed e-mails, answered phones (IP phone system), filing, data entry, and use of fax machines, printers, copiers, and scanners.Managed daily operation of customer service, as well as handled schedule and needs of employers.Greeted visitors, determined nature and purpose of visit, directed, or escorted to specific destinations, and scheduled future meetings.
May 2022 - Aug 2022
Stable Hand
Breezy Valley Farms
Assisted in unloading and organizing supplies and product inventory. Supported animal health by keeping areas clean, neat and properly sanitized. Watered, fed and cared for horses and other livestock.
Aug 2020 - Aug 2021
International Girl Scout Ambassador
Conducted many strategic negotiations with Girl Scout agencies around the world to foster changes in programs.Developed annual customized sales techniques to sell products to new and existing clients.Took initiative to cultivate relationships with community leaders, organizations, and businesses to support volunteer efforts and business development.
Jan 2018 - Aug 2019
4 education records
Kathryn Wolfe education
Undergraduate, Economics And Management, Sophomore
Bachelor'S Degree, Economics
Bachelor Of Science - Bs, International Business, 3.82
High School Diploma
FAQ
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Quick answers generated from the profile data available on this page.
What company does Kathryn Wolfe work for?
Kathryn Wolfe works for Stateline Wealth Advisors.
What is Kathryn Wolfe's role at Stateline Wealth Advisors?
Kathryn Wolfe is listed as Client Associate at Stateline Wealth Advisors.
Where is Kathryn Wolfe based?
Kathryn Wolfe is based in Flat Rock, North Carolina, United States while working with Stateline Wealth Advisors.
What companies has Kathryn Wolfe worked for?
Kathryn Wolfe has worked for Stateline Wealth Advisors, Baird, The Global Tech Experience, Trustedhousesitters, and Mud Creek Baptist Church.
How can I contact Kathryn Wolfe?
You can use AeroLeads to view verified contact signals for Kathryn Wolfe at Stateline Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kathryn Wolfe attend?
Kathryn Wolfe holds Undergraduate, Economics And Management, Sophomore from University Of North Carolina At Chapel Hill.
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