Co-Founder and Financial Advisor
Kate Slocum
Kate Slocum - Co-Founder and Financial Advisor at ArborFi Advisors, LLC
Kate Slocum Work
Certified Financial Planning Professional and Lead Advisor
Wealth Advisor, Talmer West Financial
Kate Slocum Education
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1989 - 1993 Bachelor of Business Administration in EconomicsLoyola University of Chicago
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1985 - 1989 ALTHOFF CATHOLIC HIGH SCHOOL
Kate Slocum Skills
Asset AllocationInvestment StrategiesFinancial AnalysisFinancial ModelingBankingLoansSecuritiesPortfolio ManagementFinancial ServicesInvestment AdvisoryCustomer ServiceFinanceSalesRetirement PlanningInvestmentsFinancial PlanningWealth ManagementMicrosoft OfficePublic Speaking
Kate Slocum Contact Information
Work email
●●●●●●●●@company.com
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Personal email
●●●●●●●●@gmail.com
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Kate Slocum currently works at ArborFi Advisors, LLC.
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Kate Slocum is based in or around Ann Arbor, MI, US.
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