Catherine Marie Greenspan

Current Employers

Employment History

• 02/2016 → Present
  Two Sisters Writing And Publishing, Llc.
  Klamath Falls, OR
• 06/2019 → Present
  New York Life Insurance Company
  Portland, OR
• 09/2019 → Present
  Nylife Securities, Llc.
  Portland, OR
• 10/2025 → Present
  Eagle Strategies Llc
  Ashland, OR

Previous Registrations

• 2011-12-14 → 2013-05-07
  Morgan Stanley
  Birmingham, MI
• 2010-10-25 → 2011-09-14
  Morgan Stanley
  Boise, ID
• 2008-09-19 → 2010-09-21
  1St Global Advisors Inc
  Klamath Falls, OR
• 2006-10-12 → 2008-06-13
  Ubs Financial Services Inc.
  Chattanooga, TN

Other Businesses

[2030 FREMONT STREET, LLC; 2030 Fremont Street, Klamath Falls, OR 97601-rental property; 96 Crocker Street, Ashland, OR 97520; Start Date 03/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; set up to protect my personal assets in the event a tenant sues me per my estate-planning attorney] [Ashland Chamber of Commerce; Business educational workshops, collaboration and partnership with the City and community organizations; 110 E Main St, Ashland, OR 97520; Start Date 10/2022; Board Member; Not Investment Related; 4 hours per month; 1.5 hours per month during securities trading hours; attend board meetings and support events-committee chairFostering Business Growth and it will focus on engagement of businesses in the community.] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through Taylor Insurance partners Financial Independence Group; 19520 West Catawba Ave | Ste 200 | Cornelius, NC 28031;1199 East Walnut St.Pasadena, CA 91106; 1199 East Walnut St. Pasadena, CA 91106; Start Date 10/2022; Role/Title: Independent Contractor; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [Catherine Marie Greenspan Revocable Trust; 321-323 Garfield Street, Ashland, OR 97520 purchase for rent; 323 Garfield Street, Ashland, OR 97520; Start Date 08/2023; Role/Title: Owner; Not Investment Related; 0 hours; collect rent] [CMAGreenspan LLC; run payroll for an employee; 696 Mistletoe Road, Suite 203, Ashland, OR 97520; Start Date 02/2024; Role/Title: Owner; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Goodegg Wealth Fund II Class B Limited Partner; diversified multifamily fund; 18 Bartol St #1168, San Francisco, CA 94133; Start Date 08/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][City of Ashland Social Equity & Racial Justice Advisory Committee (SERJAC); advisory committee with an aim to "Encouraging understanding and celebration of the diversity of the City's population; 20 E Main Street, Ashland, OR 97520; Start Date 12/2024; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; attend monthly meetings][Two Sisters Writing and Publishing; Publishing books for others. ; 321 Garfield Street, Ashland OR 97520; Start Date 02/2016; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; oversee the reporting of author royalties and send out quarterly payments to authors] [OHRA - Opportunities for Housing, Resources, & Assistance; Board Member-help low-income people build better lives-Finance Committee; 2350 Ashland St. Ashland, OR 97520; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [SOPride; promote our mission of equality, peace, and acceptance for all humans.; 229 Clay Street, Ashland, OR 97520; Start Date 09/2025; Role/Title: Board Member and Secretary; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; finance committee]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-09
• S63 Uniform Securities Agent State Law Examination
  2019-12-06

Other Names

• Catherine Marie Atkins
• Catherine Marie Greenspan