MUTUAL FUNDS . INVESTMENTS   

Private Wealth Managers


 

Katrine Tom Yew
Wealth Manager

Katrine Tom Yew, Wealth Manager, has been with the Asset Management Division of the Guardian Group since 2009. She believes that her previous eight years as a Vice President in the Real Estate Finance Department of SunTrust Bank has provided her with the necessary skills for cultivating, retaining and serving high net worth individuals and corporates.

Katrine earned her Masters of Science degree in Finance from Florida International University. She is amongst the top sales performers in her industry and was recognized for the highest amount of non-discretionary sales in 2013 in her department.

Katrine is dedicated to relationship retention and growth. She enjoys building these relationships and interacting with people.  She is very trustworthy and dependable.  Katrine has strong work ethics and knows what can be done and makes no promises to the contrary. She is self-motivated and persistent, sets appropriate priorities and follows through. She is recognized by senior management and her peers as demonstrating the company’s core competencies and delivers results in an exemplary manner.

As a Wealth Manager, Katrine’s role is to get to know her clients better in terms of understanding their needs, goals and what drives them, in that way she is able to design customized solutions to assist clients in achieving their financial goals and peace of mind.

Contact Information
Mobile: 1 868 471 6182
Email: .(JavaScript must be enabled to view this email address)

 


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