Investment Research Analyst
Years of Experience: 20 Years
- Attended San Antonio College
Other Notable Information
- Katherine joined Wells Fargo Bank in 1997, her roles included working as a Client Associate and an Investment Management Specialist, providing elevated service levels to new and existing client relationships.
- Katherine has over two decades of experience in Investment Management, Finance, and Risk Management for high-net-worth families and individuals.
- She is experienced in every aspect of the account from developing and implementing strategies to executing securities trades.