Kathy Muldoon
Corporate Officer/Principal at Carter Financial Management
Profile
Kathy Muldoon is Senior Vice President of Carter Financial Management.
Prior to joining Carter Financial Management, she was Chairman of Dallas-Fort Worth Society of Certified Financial Planner Board of Standards, Inc. and International Association for Financial Planning (IAFP).
Previously, she was a Professor at the University of Dallas.
Ms. Muldoon received a degree from Santa Clara University.
Kathy Muldoon active positions
| Companies | Position | Start |
|---|---|---|
Carter Financial Management
 Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
Former positions of Kathy Muldoon
| Companies | Position | End |
|---|---|---|
| The International Association for Financial Planning | Chairman | - |
| University of Dallas | Corporate Officer/Principal | - |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Chairman | - |
Training of Kathy Muldoon
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
| The International Association for Financial Planning |
- Stock Market
- Insiders
- Kathy Muldoon
