Kathleen A. Kowkabany

Kathleen Kowkabany is a Client Service Associate – Registered in Cary Street Partners’ Charlotte office. She works closely with Financial Advisors and clients, supporting account onboarding, funds movement, account maintenance, and a variety of client service and operational needs. Prior to joining Cary Street Partners, Kathleen was a Senior Investment Specialist, where she supported brokerage and managed account clients and assisted with investment transactions and account servicing. She holds the SIE, Series 7, and Series 66 licenses and brings experience in client service, relationship management, and regulatory compliance.

Experience: 

• Merrill Lynch, Senior Investment Specialist

Education/ Certifications: 

• University of South Carolina, BA, Public Relations
• Series 7, 66
• Securities Industry Essentials (SIE)