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 in various roles at JPMorgan Private Bank in Denver and Investment Bank in New York City. Most recently, she was a client advisor at JP Morgan Private Bank in Denver, 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.