Kathryn Prevendoski

Client Services Specialist

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P: 518-583-0891
F: 518-583-1617

Katie joined Vahanian & Associates in September of 2014 after several years of customer service work in the medical industry and insurance field. What Katie immediately brought to our firm was a positive, can do attitude combined with a strong ability to multi task in our fast paced environment. Her positive energy and spirit of courtesy and welcome is something we know our clients feel and appreciate whenever they check in.

Katie’s responsibilities include, client account transactions, communications, meeting preparation and follow up. She also supports daily data downloads, portfolio performance updates and support for new internal office initiatives.

She is currently studying for her Series 7 General Securities Representative exam and her Bachelors in Business through the University of Phoenix.

Having grown up in upstate New York, Katie enjoys spending time with her son and family at many local activities.

 

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Contact Info

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866
Tel: 518-583-0891
Fax: 518-583-1617
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Important Disclosure

Vahanian & Associates Financial Planning Inc. (“Vahanian”) is a registered investment adviser located in Saratoga Springs, New York.

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