Catherine Louise Dunnam

Current Employers

Employment History

• 09/2003 → Present
  Smith, Robertson & Johnson
  Sacramento, CA
• 09/2007 → 04/2018
  Securities Service Network, Inc.
  Sacramento, CA
• 05/2015 → Present
  Planned Solutions, Inc.
  Folsom, CA

Other Businesses

1. PLANNED SOLUTIONS, INC. - 1130 IRON POINT ROAD, SUITE 170, FOLSOM, CA 95630 - 09/2003 START DATE - INVESTMENT RELATED - REGISTERED INVESTMENT ADVISOR - DIRECTOR (ADDED AS DIRECTOR 1/2013) PARTICIPATE IN BOARD OF DIRECTOR MEETINGS, TRADING, COMPLIANCE, CLIENT SERVICE, OPERATIONS - PRIVATE CORP - 45 HR/MO DURING TRADING - 50% OF TIME 2.SMITH, ROBERTSON & JOHNSON INSURANCE SERVICES, INC. - 1130 IRON POINT ROAD, SUITE 170, FOLSOM, CA 95630 - 01/2013 START DATE -NIR - SALES OF INSURANCE PRODUCTS - DIRECTOR (ADDED AS A DIRECTOR 1/2013) - PRIVATE CORP - 45 HRS/MO DURING TRADING - 50% OF TIME

Exams

• S66 Uniform Combined State Law Examination
  2015-05-27

Other Names

• Catherine L Bair