Robin Catlin, Cfp®

Robin Catlin, Cfp® Email and Phone Number

Family Wealth Consultant @ Self-employed
Boulder, CO, US
Robin Catlin, Cfp®'s Location
Boulder, Colorado, United States, United States
Robin Catlin, Cfp®'s Contact Details

Robin Catlin, Cfp® personal email

n/a
About Robin Catlin, Cfp®

Robin has been in the financial industry since 1997. Robin is a Managing Director at the Center for Family Wealth at Merrill Lynch where she helps families navigate the complexities of wealth over multiple generations. She is passionate about helping families thrive in the context of wealth focusing on human capital and family culture in relationship to their financial capital. Previously, she was with Matter Family Office, JP Morgan Private bank and a consultant and trainer with Independent Means Inc. She started her career at Janus Capital and then moved on to two investment management firms in Colorado: Sharkey, Howes, and Javer in Denver and Sargent, Bickham, Lagudis in Boulder. In her free time, she enjoys spending time with her family in the mountains of Colorado. She is an avid skier and runner. Specialties: Sales, Business Development, Account Management, Account Development, Sales Strategy & Planning, Marketing, Investor Relations

Robin Catlin, Cfp®'s Current Company Details
Self-employed

Self-Employed

View
Family Wealth Consultant
Boulder, CO, US
Website:
ml.com
Employees:
45157
Robin Catlin, Cfp® Work Experience Details
  • Self-Employed
    Family Wealth Consultant
    Self-Employed
    Boulder, Co, Us
  • Merrill Lynch
    Managing Director, Center For Family Wealth
    Merrill Lynch May 2021 - Present
    Denver, Colorado, United States
    View

Robin Catlin, Cfp® Skills

Estate Planning Strategic Financial Planning Investments Marketing Capital Management Marketing Strategy Janus Finance Wealth Asset Allocation Strategy Investment Management Industry Mutual Funds Wealth Management Sales Investment Management

Robin Catlin, Cfp® Education Details

Frequently Asked Questions about Robin Catlin, Cfp®

What company does Robin Catlin, Cfp® work for?

Robin Catlin, Cfp® works for Self-Employed

What is Robin Catlin, Cfp®'s role at the current company?

Robin Catlin, Cfp®'s current role is Family Wealth Consultant.

What is Robin Catlin, Cfp®'s email address?

Robin Catlin, Cfp®'s email address is rc****@****ast.net

What schools did Robin Catlin, Cfp® attend?

Robin Catlin, Cfp® attended Newfield Network, University Of Denver - Daniels College Of Business, The Wharton School, College For Financial Planning, Sea Education Association, Colgate University, Groton School.

What skills is Robin Catlin, Cfp® known for?

Robin Catlin, Cfp® has skills like Estate Planning, Strategic Financial Planning, Investments, Marketing, Capital Management, Marketing Strategy, Janus, Finance, Wealth, Asset Allocation, Strategy, Investment Management Industry.

Who are Robin Catlin, Cfp®'s colleagues?

Robin Catlin, Cfp®'s colleagues are Warren Barest, Crpc™, Samuel Morgan, Crpc™, Chenwei Ni, Kira Williams, Heather Craig, Cfp®, Cpfa, Anthony Fantigrossi, Apma®, Crpc®, Cltc®, Ashton (Collier) Gunter.

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