Regional Director of Business Development Katherin Benedict is in charge of 1st Global Business Development efforts in Massachusetts, Rhode Island, Connecticut, New Hampshire, Vermont, Maine and parts of New York. Katherin consults with large multi-partner tax, accounting and legal firms that currently offer financial services as part of their practice, and helps them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms. She also consults with professional firms that are considering adding financial services to their menu of service offerings.
Katherin has 12 years of industry experience, including work as a regional wholesaler and manager of national sales with State Street Research, a branch development/recruiter with LPL, a practice management consultant/recruiter with Securities America, and most recently as a financial advisor with Morgan Stanley.
Katherin is a registered representative who has passed the FINRA Series 6, 7, 31, 63 and 65 examinations and is a financial advisor. She also holds the Life and Health Insurance license. |
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