
kathryn higgins
financial consultant
About
DCIO Specialist - Eastern Region at Manning & Napier
united states
fairport
investment management
financial analysis, financial modeling, investments, leadership, mutual funds
Experience

financial consultant
higgins financial advisors

temporary service technician
new york state agricultural experiment station at cornell university
Recorded yields and characteristics of various vegetable varieties

financial consultant
higgins henderson, llc
Higgins Henderson, LLC is a comprehensive financial services firm committed to helping our clients protect, improve and prepare for their financial futures. As an independent advisor, we have access to a vast array of products, services and programs to fit almost any client’s needs. Our programs are designed to build and conserve our clients' financial futures as we strive to deliver an unprecedented level of personalized service. With over 30 years of experience, we provide independent financial advice, not linked to any one national brand. We are committed to our client’s long-term financial success! Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

trade processor
manning & napier
* Process daily domestic and foreign trades * Resolve discrepancies and ensure accuracy of all transactions

fund administrator
j.p. morgan
* Reviewed daily accounting information for accuracy and tolerance of price, yield, distributions, and prospectus compliance. * Performed compliance testing and expense analysis. * Prepared input for mutual fund surveys.

client analytics group junior analyst
manning & napier
* Compose reports analyzing and comparing life cycle fund families * Completion of various life cycle fund monitoring reports on a monthly and quarterly basis * Completion of full portfolio analysis and author full reports with concrete recommendations for the client * Update various white papers based on the current market environment on an annual basis

dcio specialist - eastern region
manning & napier

internal dcio consultant intermediary distribution
manning & napier
Education
rochester institute of technology
marketing
state university of new york at fredonia
business finance
Activities and Societies: Vice President of Business Club, Secretary of Financial Management Association, Treasurer of Business Club, Finance Intern for the Snack Shack
kathryn higgins's Contact Information
Phone
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