Katrine is an active member of the GeoWealth back office team, supporting daily operations and ad hoc projects. She plays an integral role in the onboarding and maintenance of client accounts at the various custodians integrated with GeoWealth. Katrine also works with the daily reconciliation of all trading accounts.
Prior to joining GeoWealth, Katrine served as a Brokerage Operations Analyst at Henderson Global Investors (now Janus Henderson Investors). Katrine graduated from Purdue University Northwest with a B.S. in Accounting and Finance. In the past, she has held the Series 6 and 63 licenses.
Outside of the office, Kat enjoys going to baseball games, taking road trips, and learning new hobbies.