Katherine serves as a Client Services Director at Geller Advisors. With nearly fifteen years of financial services experience, she helps clients manage the full range of their wealth matters. Katherine devotes substantial time to understand the unique intricacies of client needs. This allows her to develop customized service plans that integrate all their financial wealth goals. She then is responsible for ensuring that day-to-day client needs are met, coordinating with all advisory teams to action on the comprehensive financial solutions. Katherine joined the firm in 2004 as a Junior Accountant and has consistently broadened her scope of services provided to high net worth clients. She is responsible for overseeing critical client financial data and managing the financial reporting process. Additionally, she coordinates the internal standardization of various policies, procedures, and reporting for all clients.
Prior to joining Geller Advisors, Katherine served as an accountant at Ziment Group. She was responsible for administering cash management duties including accounts payable, general journal transactions, cash account transactions, and financial reporting. Katherine received a BBA from Pace University. She is a New York State licensed Notary has and successfully completed the qualifying exams to sit for the state Certified Financial Planner® certification.
Contact Katherine at firstname.lastname@example.org