![Kate A. Tholking](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Kate A. Tholking worked as a Principal at Merrill Lynch & Co., Inc. and as a Research Analyst at Opus Capital Group LLC.
She then served as the Vice President-Finance at Primoris Services Corp.
from 2020 to 2022.
Ms. Tholking completed her undergraduate degree at the University of Virginia in 2002.
Former positions of Kate A. Tholking
| Companies | Position | End |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Analyst-Equity | - |
Training of Kate A. Tholking
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
100
+
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Kate A. Tholking
