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Kate Hershey, CFP®

Kate Hershey, CFP®

Financial Advisor

Followers of Kate Hershey, CFP®200 followers
location of Kate Hershey, CFP®Newtown Square, Pennsylvania, United States

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  • Timeline

  • About me

    Private Banking Relationship Manager at Fulton Bank

  • Education

    • The American College of Financial Services

      2014 - 2016
      Financial Planning and Services

      Completed Certified Financial Planner course work.

    • Penn State University

      2008 - 2012
      Master of Arts - MA Leadership Development

    • Ohio Dominican University

      1998 - 2001
      Bachelor of Arts - BA Public Relations, Advertising, and Applied Communication

  • Experience

    • Chase

      Apr 2003 - Apr 2005
      Financial Advisor

      Responsible for the continuous product training, compliance training and personal production of a four-person investment team, as well as personal production and the management of a largely fee-based practice of over twenty-three million dollars, primarily responsible for prospecting and onboarding new clients including basic financial planning

    • PNC Wealth Management

      May 2005 - Jul 2018
      Client Advisor

      Responsible for new business development and independent lead generation through multiple referral channels including centers of influence partnerships, individually responsible for growth of new assets under management over $10MM YTD, primarily responsible for new client cultivation and onboarding including the preliminary development and implementation of financial plans

    • Fulton Bank

      Jul 2018 - now
      Private Banking Relationship Manager

  • Licenses & Certifications

    • Certified Financial Planner CFP®

      Certified Financial Planner