
Ms. Colette C.
specializes in Investment Executive -- CFA, Series 7, Series 63 · female
"Colette is a CFA charterholder and has passed Series 7, SIE and 63 exams administered by FINRA and the NASAA. She has extensive experience in marketing investment solutions across both public and private markets globally.
Colette has held senior positions at a number of Wall Street firms, including Blackstone, Morgan Stanley, Deutsche Bank and Goldman Sachs, where she was involved in launching key more...
Details
fee: | $65 (for 60 min) |
travel distance: | 5 miles |
meeting type: | either in-person or online |
Contact
website: | on file |
Education and Qualifications
certified: | ![]() |
University of Missouri-Columbia, BS -- Finance
University of Houston, MBA
New York, NY 10128
Subjects Tutored |
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Series 7 - Series 63 - Series 65 |