As Managing Director, Katie’s role includes a diversity of responsibilities including: business line leadership, team management, strategic program design and product implementation. Recognized as an integral resource within the company, Katie has been instrumental in supporting the organization’s growth strategy and has proven capabilities in supporting a wide range of customer projects.
Katie leverages her depth of product and service knowledge and talent management programs to manage some of the firm’s most valuable customers to provide solutions to help these companies achieve their specific business objectives.
In addition, Katie has the ability provide consultation on the uses and appropriate application of tools in client situations; development and implementation of client solutions; and lead program management oversight.
Katie has experience of being a part of Corporate Governance and Business Development Committees in the Financial industry community. As a result, Katie also brings experience in community involvement, board governance and an understanding of cooperative principles to the table.