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. Most recently at JP Morgan Private Bank, 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. She is a FINRA Registered Representative holding Series 7 and 63 licenses.
What do you enjoy most about wealth management?
No two days are ever the same – which can be a challenge but that is also what makes it so exciting and rewarding.
What quality of yours makes you best suited to what you do?
I have a strong drive to understand processes and am detail oriented. Combining that with years of industry experience and I have been able to help a lot of families navigate their wealth management needs.
If you weren’t working at Crestone in wealth management, what would you be doing?
I would love to try my hand at renovating old homes