Director, Business Operations
As a Director of Business Operations, Katie is responsible for the daily operation of client accounts including onboarding new clients, facilitating trading, processing subscriptions to private investments, and transferring assets between accounts.
Prior to joining Crestone, Katie worked for 15 years in various roles at JPMorgan Private Bank in Denver and New York City. Most recently at JP Morgan Private Bank in Denver, she was a Client Advisor where she assisted high-net-worth individuals and families with wealth management solutions.
Katie received her Bachelor of Science in International Business from Northeastern University. As part of her degree at Northeastern University, she studied abroad at the Universidad Pontificia Comillas de Madrid.