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Kathy Cefalu

Kathy Cefalu

Strategic Planner

Followers of Kathy Cefalu151 followers
location of Kathy CefaluBoston, Massachusetts, United States

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  • Timeline

  • About me

    Investment Management | Family Office Services

  • Education

    • Brown University

      1988 - 1992
      B.A. Law and Public Policy

  • Experience

    • Leo Burnett

      Jan 1994 - Jan 1997
      Strategic Planner

    • Universal Studios Hollywood

      Jan 1997 - Jan 1998
      Director Consumer Insights

    • EBSCO Information Services

      Dec 2012 - Oct 2015

      • Product Management Analyst

        Jul 2013 - Oct 2015

      • Publisher Data Specialist

        Dec 2012 - Jul 2013

    • KDC Consulting

      Nov 2015 - Sept 2019
      Principal Owner

      Strategic Marketing Research in the areas of research and development of brand insights informing strategic marketing strategies.

    • Merrill Lynch

      Sept 2019 - Mar 2023
      Private Wealth Associate

    • Downtown Wealth Studios

      Mar 2023 - now
      Chief Administration Officer

  • Licenses & Certifications

    • Series 63

      FINRA
      Nov 2020

    • Series 65

      FINRA
      Feb 2019

    • Series 7

      FINRA
      Aug 2020