Client Relationship Manager
BS, Public Health | Central Washington University
BA, Spanish | Central Washington University
Project Management Certificate | University of Washington
As a client relationship manager, Katey is responsible for the entire strategic project, communicating with clients on every aspect of their Personal Financial Enterprise. She helps onboard new clients by finding the gaps in their financial situation, assists the data team in gathering information, and drives the steps needed to bring a project to completion. Her main goal is ensuring all data and timelines are shared, understood, and acted on. She makes sure the team has everything it needs before moving forward. Her involvement in the process means the client is getting the absolute best service.
“There are no quick, two-day projects here. A lot of our strategies take several months or even years, so it’s especially satisfying to see those long-term strategies come together. It’s great to be part of a team where everyone steps up and works hard together.”Contact vCard firstname.lastname@example.org 662.371.4126