Kate Cunningham

Kate Cunningham: Email & Phone Number

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Client Service Advisor, Chartered Retirement Plan Specialist at Condon & Co. Wealth Advisors|Canton, Massachusetts, United States

Position:

Client Service Advisor, Chartered Retirement Plan Specialist at Condon & Co. Wealth Advisors

Location:

Canton, Massachusetts, United States

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Last updated: 2025-10-25
Updated: 2025-10-25

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Work Experience 15 years

Client Service Advisor, Chartered Retirement Plan Specialist at Condon & Co. Wealth Advisors

Oct 2024 - Current

Para-Planner at Condon Sullivan Wealth Management & Planning

Apr 2021 - Current

Client Service Advisor at Condon Sullivan Wealth Management & Planning

Apr 2024 - Nov 2024

Registered Rep/Office Manager at 1017 Financial Group

Aug 2011 - Apr 2021

Kate Cunningham started working in 2011, then the employee has changed 2 companies and 3 jobs. On average, Kate Cunningham works for one company for 4 years 4 months.

Their professional focus is Administration, Customer Service, and Event Planning across 3 core areas.

Kate Cunningham Namesakes

Name
Company
Position
Kate Cunningham
Palmer House Designs
Interior Decorator
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Kate Cunningham
Acting Senior Operations Supervisor
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