Kathleen M. in

Kathleen M.

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Chief Operating Officer at Emerson Equity LLC, Member FINRA/SIPC
📍 San Mateo, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
31 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
San Mateo, California, United States
Personality Overview

How Kathleen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kathleen cares about

Strategic Priorities
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Career

Work history

7-2016
Chief Operating Officer
Emerson Equity LLC, Member FINRA/SIPC
12-2005
Vice President
Emerson Equity LLC, Member FINRA/SIPC
2001 - 2004
Vice President, Financial Advisor
Bank of America
1995 - 2000
AVP, Relationship Management
BNY Mellon | Pershing
1994 - 1995
Examiner
Financial Industry Regulatory Authority
In the press

Media appearances

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Education
Business Administration and Management
Saint Mary's College of California
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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