Vice President, Senior Client Administrative Manager

Kathleen is a partner, vice president & senior client administrative manager at Steward Partners Global Advisory. Kathleen has 35 years’ experience working within the securities industry. Kathleen began her career in 1983 with Bache Halsey Stuart where she had been employed with the same firm who had gone through many firm name changes with Wells Fargo Advisors being the most recent until she moved to Steward Partners.

Kathleen focuses on provided the highest level of personalized attention each client deserves. She ensures client satisfaction is a priority and performs a variety of account administrative services.

Kathleen resides in Waldwick, NJ. She enjoys the outdoors and is an avid walker. To relax Kathleen enjoys working in her garden.