FUN FACT ABOUT ME: I am a Cub Scout leader for my son’s den! When I’m not coordinating Cub Scout activities on the weekends, I love exploring my creative side with ceramics and cake decorating!
Katie joined the Vahanian & Associates team in September of 2014 after several years of customer service experience. In her capacity as a Client Services Specialist, Katie regularly communicates with clients and is responsible for processing client account transactions & required minimum distributions, meeting preparation & follow up, and portfolio performance updates. She is one of our team leaders in client contact and correspondence. In addition, Katie works in conjunction with our Director of Financial Services and Chief Compliance Officer, providing support in areas of office administration and management as well as compliance and record keeping.
In an office where there is always so much to do, Katie’s professional experience of prioritizing customer inquiries and overseeing processes has complemented our team effort to refine client service and procedures. She is currently taking courses to fulfill her Bachelor’s Degree in Business.
Having grown up in upstate New York, Katie enjoys spending time with her son and family, as well as attending many local activities.
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