Catherine Scheib
Division Coordinator
Recruitment Manager
131 Oak Park Road
Harrisburg, PA 17109
717-480-2751 Office • 866-434-0569 Fax
cscheib@prg-group.net
Catherine "Katie" Scheib fulfills two distinct roles. She is an Independent financial advisor/registered representative providing financial services to private clientele and she also serves as Division Coordinator/Recruitment Manager for the Impact Investing Division of Portfolio Resources International Group.
Education/Professional Designations and Experience:
Ms. Scheib graduated Summa Cum Laude/Phi Beta Kappa from Bucknell University, Lewisburg, PA with a B.A. in Sociology/Legal Studies. She is also a graduate of the Pennsylvania College of Technology - a Penn State affiliate school - with an A.A.S. in Engineering Technology.
She currently holds the following designations: Securities - Series 6, 7, 63, 65, 51, and 24
CRD# 3012487; Life, Accident and Health Insurance/Variable/Fixed Annuities. License # 342410. She is an Accredited Agent with the United States Veterans Administration .
Designated as a "trendsetter not a trend chaser" in the November 2011 edition of the Lehigh Valley Natural Awakenings magazine, Ms Scheib began her financial services career in January 1998. In addition to providing independent financial services Ms. Scheib served as Securities Principal/Branch Manager before transitioning to Division Coordinator/Recruitment Manager.
Professional Services:
Division Coordinator/Recruitment Manager
As the recruitment manager, Ms. Scheib is one of the first points of contact for perspective advisors and representatives looking to make a change to the Impact Investing Division of Portfolio Resources International Group. She acts as an intermediate between referring advisors, prospects and the home office during contract negotiations and is available as an instructional source of information for new advisors/representatives once transitioned.
As the Impact Division Coordinator she keeps the division members informed about product changes, continuing education and home office operational needs. This is accomplished through the administration of scheduled conference calls, a vital component in keeping the divisions independent advisors/representatives informed and in touch with one another. In addition, Katie is an integral component in assisting division members coordinate travel, lodging, face-to-face meetings, meals and social time with one another while attending national conferences.
Financial Advisor Services
In her private practice, Katie offers a myriad of services to her clients including fee-managed investment programs, hourly financial planning, stock trading and direct mutual fund sales. In addition she offers comprehensive insurance options including senior programs for those entering retirement. Services are offered to individuals and groups. Initial introductory consultations are offered free of charge.
Professional Affiliations:
Portfolio Resources Group (Broker-Dealer) ; Portfolio Resources Advisor Group (Registered Investment Advisory Firm) ; Crump Insurance Services (Life Insurance/Fixed Annuities) ; American Insurance Administrators - (Health/Disability Insurances - Group Benefits). First Affirmative Financial Network (Nationwide Network of SRI Advisors).
Personal:
Katie blends her timeless commitment to fair governance, environmental integrity and corporate responsibility with her investment profession through educating her clients on suitable social and sustainable/impact investments and shareholder activism. She has a commendable record as a community volunteer and has served two terms as a local elected official.
She resides in Harrisburg, PA with her husband Eric, two Labrador Retrievers and a Miniature Poodle. When she is not tending to her business or family she spends her time practicing Yoga, pursuing continuing education, gardening, hiking and traveling.