Kathleen DeanInvestment Assistant
    mgo-kathleen_dean

    Kathleen Dean

    Investment Assistant

    (216) 619-8413

    As an Investment Assistant at MGO, Kathleen, who goes by Katie, works with our financial advisors to get new personal wealth clients’ accounts established while also to service the ongoing needs of our existing clients.

    EDUCATION

    A.S., Accounting, Kent State University
    B.S., Integrative Studies, Kent State University

    DESIGNATIONS / LICENSES

    • FINRA Series 6