About Catherine

Educational Backround:

• 2010: The College for Financial Planning; Accredited Portfolio Management Advisor (APMA®)
• 1999:The College for Financial Planning; Certified Financial Planner (CFP®)
• 1976:The Pennsylvania State University; Bachelors of Science degree
  Graduated Magna Cum Laude, age 20

Business Backround:

• 10/2013-Present: O’Connor Portfolio Management, LLC; Managing Member, Chief Compliance Officer & Investment Advisor
• 11/1993-10-2013 Ameriprise Financial Services, Inc., Financial Advisor

Exams, Licenses & Other Professional Designations:

• 2010: Accredited Portfolio Management Advisor (APMA®)
• 1999: Certified Financial Planner (CFP®)
• 1993: FINRA Series 7 & 63 Exams for Stockbrokers
• 1993: Insurance licensed Life, Health, Variable Annuities