Katie is charged with ensuring the accuracy of data and accounts for 1900 Wealth. She handles all technical issues and provides oversight and guidance to support staff and advisors through the preparation of documentation for new brokerage, retirement, complex, and managed accounts in accordance with custodian service guidelines.
Katie joined 1900 Wealth in late 2022 after spending much of her professional career in the fields of finance and business management. She is the ideal quality control lead with extensive experience in planning, executing, and finalizing advisor transitions, conducting custodian policy and procedure requirements, and managing workflow accuracy.
Katie graduated from Bellevue University in Nebraska with a Bachelor of Applied Science in business administration and management.
Experience & History
Quality Control Lead, 1900 Wealth
Operations Consultant, Carson Group
Transformations Associate, Carson Group
Design Coordinator, Inspiring Homes Design
Business Manager, Bouwens Plumbing Co.
Bachelor of Applied Science — Business Administration and Management, Bellevue University
