Catherine L Crosby

Current Employers

Employment History

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Hartford, CT
• 06/2019 → 06/2025
  Kahn Litwin Renza & Co Ltd
  Boston, MA
• 01/2017 → 05/2019
  Rekdal Hopkins Howard, Ps
  Bellevue, WA
• 05/2016 → 01/2017
  Unemployed - Studying For Cpa Exam
  Spokane, WA
• 08/2025 → Present
  Bank Of America, N.A.
  West Hartford, CT

Other Businesses

I*2658269, Entity Type Entity Charitable, Name of OBA: Big Brother Big Sister of Eastern Massachusetts - YPG Address: BostonMassachusetts02110 Investment Related: Position, Title, Association: No Employee Start Date: 07/01/2025No Hours: 10 monthly No Hours during trading: 0 Duties: Lead and coordinate group initiatives, support fundraising and outreach, and foster engagement among members to advance the organization's mission. Volunteer board position on the BBBS Young Professional Group. I serve as the co-chair. I*3689278 Entity Type: Entity Charitable Name of OBA: Estate and Business Planning Council of Hartford Address: Rocky Hill, Connecticut Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/10/2026 Number of Hours: 20, Yearly Number of Hours during trading: 10, Yearly Duties: The Estate and Business Planning Council of Hartford (EBPC Hartford) is an affiliate of the National Association of Estate Planners and Councils (NAEPC). The NAEPC promotes excellence in estate planning by serving NAEPC members, delivering exceptional resources and unsurpassed education, and recognizing those who hold the Estate Planning Law Specialist (EPLS) certification. Council board member.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-03