Log in
Start for Free
KR

Kathryn Romeis

Vice President, Divisional Business And Operations Management at AdvisoryWorld Financial Technology
View Kathryn's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
About Kathryn Romeis

Kathryn Romeis has 2 current jobs including Vice President, Divisional Business And Operations Management at AdvisoryWorld Financial Technology in san diego, california, united states, united states, Vice President, Program Management Office at LPL Financial. Previously worked at LPL Financial as Director, Sponsor Relations. AdvisoryWorld Financial Technology is a Financial Services company in 4707 Executive Dr San Diego, California 92121, US with 11 employees

Kathryn Romeis holds a bachelors degree from california state university, fullerton

Kathryn Romeis Social
Kathryn Romeis Work
Kathryn Romeis have been working for 34 years. Currently Kathryn Romeis is the Vice President, Divisional Business And Operations Management @AdvisoryWorld Financial Technology, with experience in Vice President, Program Management Office, Director, Sponsor Relations @LPL Financial
AdvisoryWorld Financial Technology
Vice President, Divisional Business And Operations Management
Jan 2019 - Present · 6 years and 2 months
LPL Financial
Apr 2004 - Present · 20 years and 11 months
Vice President, Program Management Office
Dec 2006 - Present · 18 years and 3 months
Director, Sponsor Relations
Apr 2004 - Nov 2006 · 2 years and 7 months
About Kathryn Romeis's Current Company
AdvisoryWorld Financial Technology
11-50 Employees

AdvisoryWorld Financial Technology is founded in 1987, operates from its headquarter in 4707 Executive Dr San Diego, California 92121, US. The company operates in the Financial Services sector.

AdvisoryWorld Financial Technology specializes in Portfolio analytics, Investment planning, Portfolio modeling, Investment analysis, Asset allocation, Optimization, Detailed cash flows, Monte Carlo simulation, Security screening, Style and factor analysis, Customized application development, Web services, Cloud computing, and offers services including Portfolio analytics, Investment planning apps, and Portfolio modeling.

Website
http://advisoryworld.com
Year Founded
1987
Social Media
Linkedin
Industry
Financial Services
HQ Location
4707 Executive Dr San Diego, California 92121, US
Expertise
Portfolio analyticsInvestment planningPortfolio modelingInvestment analysisAsset allocationOptimizationDetailed cash flowsMonte Carlo simulationSecurity screeningStyle and factor analysisCustomized application developmentWeb servicesCloud computing
Solutions
Portfolio analyticsInvestment planning appsPortfolio modelingInvestment analysisAsset allocationOptimizationDetailed cash flowsMonte Carlo simulationSecurity screeningStyle and factor analysisCustomizable ProposalInvestment Policy StatementDatabases of Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, Variable Annuities, Bonds and Separate AccountsWeb services APISoftware as a service
Keywords
Portfolio & Investment Analysis SoftwarePortfolio OptimizatioProposal GeneratioFinancial Planning SoftwareMonte CarloBondsMutual FundsStocksVariable AnnuitiesClosed End Funds
Discover More About Cleveland Clinic
Kathryn Romeis Education

Kathryn Romeis completed at california state university, fullerton (Present) , at california state university, fullerton (1986 - 1990) , etc

california state university, fullerton
english language and literature,literature,english language
Present
california state university, fullerton
english
1986 - 1990
Kathryn Romeis Skills
Financial
financial services
Supply Chain and Process
process improvement, vendor management, business process improvement
Project and Plan Management
program management, management, project management, risk management, banking, finance
Business and Strategy
investments, business analysis, portfolio management
Team and Leadership
leadership
Other
series 7, series 63, series 6, pmo, etfs, business requirements, retirement planning, investment advisory, asset allocation, equities, sdlc, asset management, investment management, finra, governance, pmp, alternative investments, project portfolio management, strategic financial planning, wealth management, investment strategies, fixed income, requirements gathering, relationship management, mutual funds, securities, retirement, financial advisory, 401k, series 24, fixed annuities, hedge funds, wealth, financial planners, insurance, bonds

Kathryn Romeis Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Kathryn Romeis found in 2025.

  • Email AddressK**@advisoryworld.comPersonal Email
    Find Email
  • Phone Number(xxx)xxx-xxxxPersonal Phone
    Find Phone
Similar to Kathryn Romeis
Find More Connections

Recommend Companies

Latest Articles

Selling Skills
3 Pre-Communication Steps That Will Skyrocket Your Sales Conversion Rate
Alex Rivers
6 min read
Mar 12, 2025
Selling Skills
After Hundreds of Rejections: The Ultimate Guide to Customer Acquisition
Alex Rivers
5 min read
Mar 12, 2025
Selling Skills
When Prospects Keep Rejecting Your Meeting Requests: Guaranteed Tactics to Get That "Yes"
Alex Rivers
7 min read
Mar 11, 2025