Client Service Associate Senior
When you call Compass Capital Management, it’s highly likely you’ll reach Katie. As an important member of the client service team, Katie provides support to our two Registered Representatives, Tom Paron and Jared White. Katie joined Compass Capital Management in 2018. Her responsibilities include resolving client inquires and setting up meetings for clients and advisors.
Katie is also is responsible for a number of administrative duties including new client paperwork, maintaining existing client’s accounts, as well as managing the transfer of assets and beneficiary updates. She completes all her work in an organized and efficient manner while putting the needs of clients first.
She grew up in Newtown, CT and currently resides in Oxford, CT with her family.