Grace B. Torres Kilpatrick, CEPA, M.A. - Email & Phone Number

Regional Director | Sales Manager | Senior Financial Advisor, CEPA® at North Star Resource Group

Grace B. Torres Kilpatrick, CEPA, M.A. is based out of San Diego, California, United States and works at North Star Resource Group as Regional Director | Sales Manager | Senior Financial Advisor, CEPA®.

Grace B. Torres Kilpatrick, CEPA, M.A.'s Contact Information

Latest update

August 25, 2024

Location

San Diego, California, United States

Grace B. Torres Kilpatrick, CEPA, M.A.'s Work History

Regional Director | Sales Manager | Senior Financial Advisor, CEPA®

North Star Resource Group

Aug 2023 - Present

Associate Vice President | Financial Advisor, CEPA®

North Star Resource Group

Dec 2022 - Aug 2023

Financial Advisor, CEPA®

Morgan Stanley

Aug 2017 - Dec 2022

Private Wealth Management

Morgan Stanley

Apr 2014 - Aug 2017

Financial Advisor

Morgan Stanley

Sep 2011 - Apr 2014

Financial Advisor

Wells Fargo Advisors

Jun 2010 - Sep 2011

Grace B. Torres Kilpatrick, CEPA, M.A.'s Education

Concordia University Irvine

Master's degree Graduate

Aug 2019 - Aug 2022

Menlo College

Bachelor's degree Graduate

Aug 2006 - May 2010

Point Loma High School

High School Diploma

Sep 2003 - Jun 2006

Grace B. Torres Kilpatrick, CEPA, M.A.'s Skills

Succession Planning

Grace B.'s current employer

North Star Resource Group

Description

Life moves quickly—with the help of a North Star financial professional, you can enjoy the things you love to do while preparing and plan...

Website

northstarfinancial.com

HQ Location

Minneapolis, MN, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about North Star Resource Group

Frequent questions about Grace B. Torres Kilpatrick, CEPA, M.A.

What company is Grace B. Torres Kilpatrick, CEPA, M.A. working for?

Grace B. Torres Kilpatrick, CEPA, M.A. works for North Star Resource Group.

What is Grace B. Torres Kilpatrick, CEPA, M.A.'s function at North Star Resource Group?

Grace B. Torres Kilpatrick, CEPA, M.A. is Regional Director | Sales Manager | Senior Financial Advisor, CEPA® at North Star Resource Group.

Where is Grace B. Torres Kilpatrick, CEPA, M.A. based?

Grace B. Torres Kilpatrick, CEPA, M.A. is based out of San Diego, California, United States.

Who are Grace B. Torres Kilpatrick, CEPA, M.A.'s co-workers?

Grace B. Torres Kilpatrick, CEPA, M.A.'s colleagues are Lara Angelo, Chase Brakke, Ed Deutschlander, Jim Blakely, Chuck Housner, Jay Pugh, Bekah Gant, Rebecca Shoop, Anthony Schau, Erik Siverson, Tim White, Thomas Kuykendall, Allison Peterson, Josh Maruca, Tracy Shea, Christopher Sitek, Niccolo A. Gonzales, Mariann Rutter, Holly Meyer, Grace Kilpatrick, Caitlin Kowalke, Elizabeth Olson, Lori Struckman, Claudia Kapitan, Michele Kato, Diane Yohn, Tony Ross, Christine Merle, Tom Ross, Robin Bjella, Austin Tausk, P.Q. Le, Lacey Sand, Megan Temte.

Grace B.'s co-workers

Lara Angelo

Executive Assistant To Chief Executive Officer

Chase Brakke

Vice President of Business Owner Solutions

Regional Vice-President

Jay Pugh

Senior Vice President - Registered Principal

Bekah Gant

Office Coordinator and Compliance Officer

Rebecca Shoop

Senior Administrative Assistant/Practice Coordinator

Anthony Schau

Regional Vice President

Erik Siverson

Associate Vice President

Tim White

VP Financial Management and Reporting

Thomas Kuykendall

Associate Vice President - Twin Cities Advisor Development

Allison Peterson

Practice Coordinator

Josh Maruca

Client Relationship Coordinator

Tracy Shea

Contracts & Licensing Coordinator, Administrative Assistant

Christopher Sitek

Vice President of Insurance Brokerage & Long-Term Care

Niccolo A. Gonzales

Associate Vice President

Mariann Rutter

Vice President - Compliance

Holly Meyer

Talent Acquisition Coordinator

Grace Kilpatrick

Field Director, Associate Vice President, Financial Advisor

Caitlin Kowalke

Client Relations & Insurance Coordinator

Elizabeth Olson

New Business Coordinator and Administrative Assistant

Lori Struckman

Front Desk Coordinator

Claudia Kapitan

Contracts & Licensing Coordinator

Michele Kato

Practice Coordinator

Diane Yohn

COO, North Star Resource Group

Tony Ross

National Director of Professional Development / New Advisor Liason

Christine Merle

Property and Casualty Specialist, Customer Service Team Lead

Tom Ross

Director of Brokerage

Robin Bjella

Director Of Information Technology

Austin Tausk

Director of Tax Services

P.Q. Le

Managing Director

Lacey Sand

Director of Marketing

Megan Temte

Director of Marketing & Communications

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.