Kathleen A. Zucchi

Kathleen Zucchi
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Kathleen A. Zucchi's Biography

Type Of Business:
Finance Company
Marketing Area:
Local
Expertise:
Ms. Zucchi's expertise is in retirement planning and wealth management.
Major Product/SVS:
Financial Services
Favorite Business Publication:
On Wall Street
Hobbies/Sports:
Traveling, Golfing
Education Degrees:
Bachelor of Arts, Truman University
Affiliations Awards:
New York Stock Exchange
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspect of her career is rendering helpful services to her customers.
Charity:
National Council of La Raza
Number Of Years In Profession:
21
Number Of Years In Current Position:
19
What Does He/She Attribute Success To:
She attributes her success to her perseverance and hard work.
Why did you become involved in your profession or industry?:
She became involved in her profession because she always wanted to help others.
Education Certifications:
Accredited Asset Management Specialist, The College for Financial Planning
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