Kathy Hale Email and Phone Number
Kathy Hale work email
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Kathy Hale personal email
Kathy A. Hale is a Vice President – Investment Officer with Wells Fargo Advisors in the Spokane, Washington office.In addition to the vast resources of Wells Fargo Advisors, Kathy brings more than 16 years of experience as a financial advisor and helps her clients build, manage, protect and transition wealth. Kathy’s focus is working with clients as they transition from work to retirement.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Vice President - InvestmentsWells Fargo Advisors Jul 2011 - PresentSpokane, WashingtonWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
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Account Vice PresidentUbs Financial Services, Inc Mar 2001 - Jun 2011Spokane, Wa And Brea, Ca• Advise clients on investments and types of accounts most appropriate to meet financial needs. • Create and present proposals to individuals and companies. • Maintain a fast-paced working style in an entrepreneurial, self-motivated position.• Develop relationships with clients and prospects to retain existing accounts and gain new business. -
Special Assistant To President - Medical Division MarketingXn Technologies, Inc. Jan 2000 - Feb 2001Cheney, Wa• Assisted in launch of new medical product. • Established channels of distribution for domestic sales. • Trained Manufacturer’s Representatives.• Represented company at industry trade shows. • Performed extensive sales and marketing analysis. • Researched market for new product development and positioning strategies. • Assisted in package design, advertising design/placement. • Established brand awareness by creatively focusing on product differentiation, brand building and product positioning.
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Administrative ManagerXn Technologies, Inc. Jun 1998 - Jan 2000Cheney, Washington• Supervised and coordinated administrative staff, including hiring, project planning, work assignments, and scheduling. • Monitored and evaluated performance of staff. • Provided administrative support to President by maintaining President’s appointment schedule, planning and scheduling meetings, conferences and travel. • Liaison for internal and external communications. • Coordinated special projects and training by assisting needs, identifying objectives, planning strategies, assigning tasks, and following up on results. • Managed administrative budget by researching and planning budget and authorizing expenditures. • Kept President informed of developing situations, responses, activities, and work in progress. • Researched and analyzed information.
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Owner/OperatorTri-State Drilling Feb 1994 - Oct 1997Chattaroy, Washington• Solely responsible for company operations. • Developed and administered budgets. • Managed all payroll, accounts payable/receivable and purchasing. • Created advertising and marketing materials. • Provided detailed explanations to customers regarding well preparation process.• Prepared and presented estimates• Directed drilling crew.• Interacted with attorneys, accountants, bankers, creditors, and suppliers.
Kathy Hale Skills
Kathy Hale Education Details
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Business Administration -
Business Management
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Marketing -
General Studies
Frequently Asked Questions about Kathy Hale
What company does Kathy Hale work for?
Kathy Hale works for Wells Fargo Advisors
What is Kathy Hale's role at the current company?
Kathy Hale's current role is Vice President - Investments at Wells Fargo Advisors.
What is Kathy Hale's email address?
Kathy Hale's email address is ka****@****ubs.com
What schools did Kathy Hale attend?
Kathy Hale attended Eastern Washington University, Eastern Washington University, University Of Alaska Anchorage, University Of Montana.
What are some of Kathy Hale's interests?
Kathy Hale has interest in Cooking, Scuba Diving, Biking, Running, Swimming.
What skills is Kathy Hale known for?
Kathy Hale has skills like Retirement Planning, Financial Guidance, Investments, Annuities, Life Insurance, Long Term Care Insurance, Strategic Planning, Performance Management, Retirement, Onboarding, Organizational Development, Series 7.
Who are Kathy Hale's colleagues?
Kathy Hale's colleagues are Sharon Riggsbee, Michael Corona, Manny Marmer, Randy Green, John Kondrick, Troy Birch, Charles Buysse.
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