As part of the Client Services Team, Kate handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Kate is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience. Kate also contributes to the marketing and branding efforts of the firm.
Kate brings extensive experience in administration, customer service, project management, and marketing. Prior to joining our firm, she held a management position at a Phoenix-based mutual fund where she had oversight of employee and client experience initiatives, brand design, and a team of administrative support specialists.
Primary Duties at One Charles Private Wealth