Katherine Rogers
Net worth: 102 M $ as of 2024-04-29
Profile
Ms. Katherine H.
Rogers is Investor Relations Associate at Triangle Securities Wealth Management, Inc. She joined the Client Services Group in June of 2006, after graduating from North Carolina State University with a degree in Finance.
She earned her General Securities License (Series 7) and Series 66, in 2007.
She has since successfully completed the Accredited Wealth Management Advisor Professional Designation Program offered by the College for Financial Planning.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
MERCHANTS BANCORP
5.99% | 2024-03-21 | 2,594,524 ( 5.99% ) | 102 M $ | 2024-04-29 |
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