Assistant Vice President, Client Advisor
Katie is an Assistant Vice President, Client Advisor with Whittier Trust Company of Nevada. She is responsible for providing solutions across the firm’s comprehensive capabilities in Investment Management, Trust, Philanthropic, and Family Office Services. Her primary goal is building relationships with individuals, families, and trusted advisors.
Katie started her career in the fiduciary services industry at Whittier Trust Company of Nevada over three years ago. She has recently relocated to Texas but continues to provide support to advisors and service to Whittier’s clientele. Prior to joining Whittier Trust, Katie worked as a Communications Specialist for a family-owned business where she was able to effectively navigate complex situations and create innovative solutions.
Katie graduated summa cum laude with her Bachelor’s degree in Marketing and Public Relations from Auburn University. She also recently obtained her Certified Trust and Fiduciary Advisor certification.