Katherine Cross

Katherine Cross Email and Phone Number

Skilled Associate with 4+ years experience seeking Finance and Data Analysis opportunities
Katherine Cross's Location
Dallas, Texas, United States, United States
Katherine Cross's Contact Details

Katherine Cross work email

Katherine Cross personal email

n/a

Katherine Cross phone numbers

About Katherine Cross

Katherine Cross is a Skilled Associate with 4+ years experience seeking Finance and Data Analysis opportunities.

Katherine Cross's Current Company Details

Skilled Associate with 4+ years experience seeking Finance and Data Analysis opportunities
Katherine Cross Work Experience Details
  • Fisher Investments
    Review Associate
    Fisher Investments Jul 2018 - Jul 2023
    Plano, Texas
    -Monitored client-facing employees across all departments and countries to ensure external communication is compliant, accurate, and professional-Collaborated with upper management to mitigate risk and measure client sentiment through inbound correspondence-Gained extensive knowledge of markets and world economies through rigorous training and shadowing ofclient-facing employees-Taught courses to incoming employees regarding strict guidelines set by compliance-Proposed and implemented sales project that identifies response rate to initial contact with prospects andpresented to heads of sales
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  • Armor Wealth Management
    Intern
    Armor Wealth Management Jun 2017 - May 2019
    Dallas/Fort Worth Area
    -Analyze client portfolios regarding asset allocation, saving/spending, and investments through MorningStar-Assist with client meetings and seminars and provide exceptional customer service-Contact over a thousand clients by email and phone for follow-up communication and new appointments-Create client segmentation project for data synthesis utilizing excel, WealthView, SmartOffice, and Emoney and presented to firm of fifty people-Mentored by top Dallas financial associates and brokers and given insight to their 30+ years of experience
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  • Salvation Army
    Intern
    Salvation Army Sep 2016 - May 2017
    Dallas/Fort Worth Area
    -Researched and analyzed metropolitan statistics on the economy of the Dallas-Fort Worth Area-Presented report on fund allocation to head of Finance and Regional Director
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  • Hegi Family Career Center
    Administrative Assistant
    Hegi Family Career Center Oct 2014 - May 2017
    Dallas/Fort Worth Area
    -Managed SMU jobs website, MustangTRAK, by extensively researching companies-Researched information on students’ interactions with Hegi, from first appointments to job placements, and made presentations using Powerpoint and Excel to share data with the Hegi Board of Directors-Supported management by providing customer service, greeting students and employers, making appointments, and connecting students with professional staff
  • Executives In Action
    Intern
    Executives In Action Jun 2016 - Sep 2016
    Dallas/Fort Worth Area
    -Created and promoted Students In Action by reaching out to fifteen non-profits to secure non-profit internship opportunities for college students-Contacted SMU Department Chairs of all majors and secured course credit internship opportunities-Managed the student application process and provided support throughout the semester
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Katherine Cross Skills

Microsoft Office Customer Service Microsoft Excel Leadership Microsoft Word Research Powerpoint Project Management Public Speaking

Katherine Cross Education Details

Frequently Asked Questions about Katherine Cross

What is Katherine Cross's role at the current company?

Katherine Cross's current role is Skilled Associate with 4+ years experience seeking Finance and Data Analysis opportunities.

What is Katherine Cross's email address?

Katherine Cross's email address is kc****@****oad.com

What is Katherine Cross's direct phone number?

Katherine Cross's direct phone number is +140480*****

What schools did Katherine Cross attend?

Katherine Cross attended Southern Methodist University.

What skills is Katherine Cross known for?

Katherine Cross has skills like Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Research, Powerpoint, Project Management, Public Speaking.

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