Client Services Specialist
800-432-7447 ext. 118
Katie is a Client Services Specialist at Atlas Private Wealth Management. She works directly with clients and Wealth Management Advisors to service accounts and facilitate client requests.
She enjoys working with people and believes in doing everything possible to assist with all client requests to their satisfaction and completion. Her enthusiasm and experience in supporting client needs in the financial services sector have led her to join our team.
Katie’s path to Atlas comes with five years of experience fulfilling a similar role for a firm located in Saratoga Springs, NY. She also joins us with several years of customer, team, and compliance support experience from the insurance industry. At present, Katie is attending Capella University Online to complete her bachelor’s degree in Business Administration.
Katie was born and raised in upstate NY. After moving south for a number of years, Katie returned home to be closer to family and friends. She now lives in Clifton Park with her son and cats.