4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2015
- 610.865.2600
-
600 Hamilton St
#900
Allentown, PA 18101
Denise Kowitz, ChFC®, LUTCF®
Vice President,
Operations
- Easton, PA
- The Prestige
- Ruth Bader Ginsburg
- Quitters don't win and winners don't quit.
- Trustworthiness, accountability, and compassion
Corporate Operations Group
Denise is a vice president of operations and works out of the Allentown, PA office.
Denise joined CAPTRUST in 2015 as vice president, operations upon the firm’s merger with MFP Strategies and is responsible for operational management and oversight of the Allentown office. Prior to the merger, Denise served as senior director and has worked in the industry since 1987.
Education
- Bachelor of Arts degree in accounting from Moravian College
- Bachelor of Arts degree in mathematics from East Stroudsburg University
- Master’s in Business Administration from Moravian College
Industry Designations
- Chartered Financial Consultant®
- Life Underwriter Training Counsel Fellow℠
