kathryn higgins

kathryn higgins

financial consultant

About

DCIO Specialist - Eastern Region at Manning & Napier

Country

united states

City

fairport

Industry

investment management

Skill

financial analysis, financial modeling, investments, leadership, mutual funds

Experience

higgins financial advisors

financial consultant

higgins financial advisors

2019-8 - Present · 7 yrs 2 mos
new york state agricultural experiment station at cornell university

temporary service technician

new york state agricultural experiment station at cornell university

2009-5 - 2011-1 · 1 yr 9 mos

Recorded yields and characteristics of various vegetable varieties

higgins henderson, llc

financial consultant

higgins henderson, llc

2019-8 - Present · 7 yrs 2 mos

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.

manning & napier

trade processor

manning & napier

2011-10 - 2012-3 · 6 mos

* Process daily domestic and foreign trades * Resolve discrepancies and ensure accuracy of all transactions

j.p. morgan

fund administrator

j.p. morgan

2011-5 - 2011-8 · 4 mos

* 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.

manning & napier

client analytics group junior analyst

manning & napier

2012-3 - 2014-10 · 2 yrs 8 mos

* 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

manning & napier

dcio specialist - eastern region

manning & napier

2017-10 - 2019-8 · 1 yr 11 mos
manning & napier

internal dcio consultant intermediary distribution

manning & napier

2014-10 - 2017-10 · 3 yrs 1 mo

Education

rochester institute of technology

rochester institute of technology

marketing

2013-1 - 2015-1 · 2 yrs 1 mo
state university of new york at fredonia

state university of new york at fredonia

business finance

2007-1 - 2011-1 · 4 yrs 1 mo

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

Email

******@***.com

Phone

(**) *** ****

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