Katie manages the back-office operations at 1900 Wealth Management. She ensures the accuracy and integrity of client data and account management processes, while providing strategic oversight and technical guidance to both advisors and support staff.
Before joining 1900 Wealth Management, Katie built a career in finance and business management, where she specialized in workflow accuracy, custodian policy and procedure execution, and advisor transition processes. Her strong organizational and analytical skills support the firm’s focus on operational excellence and precision.
Katie earned a Bachelor of Applied Science in Business Administration and Management from Bellevue University in Nebraska.
Experience & History
- Quality Control Supervisor – 1900 Wealth Management
- Operations Consultant – Carson Group
- Transformations Associate – Carson Group
- Design Coordinator – Inspiring Homes Design
- Business Manager – Bouwens Plumbing Co.
- Bachelor of Applied Science in Business Administration and Management – Bellevue University