National Sales Manager
Katie is passionate about helping advisors who want to improve, develop or change their practices. Whether it is delivering first class client experiences, growing assets, on-demand succession options, adding cutting edge technology or providing more transparent investments, Katie specializes in proven solutions using scalable efficiencies.
Katie started her financial services career over 16 years ago as a personal banker for Bank of the West. Katie earned her Master of Science in Finance from the University of Colorado at Denver and a Bachelor of Science in Real Estate and Construction Management from the University of Denver. Prior to joining Carson Institutional Alliance, Katie managed new product distribution in the Independent Broker Dealer and RIA channels across the US for a $4 billion global real estate investment firm. She spent nearly 7 years there and successfully built and led a high performance Eastern U.S. distribution division and was ultimately promoted to Executive Vice President of National Accounts and member of the Board of Directors. After earning her Master’s degree, Katie spent 4 years at a top brokerage firm and sold nearly $3 billion of multi-family assets as an institutional commercial Real Estate Broker. Katie holds a series 7, 63, and 24 licenses.
Outside of work, you will find Katie spending time with her husband, Kyle, who is a financial advisor, and their three children, Cole, Kennedy and Cooper. Katie is an avid Broncos fan and has season tickets that have been in her family since the 60’s. Her hobbies include real estate investing, working out, skiing and red wine.
Getting to know Katie
Favorite food: Anything Spicy!
Best piece of financial advice Katie has received: Stay out of debt
Favorite quote: We become what we think about most of the time, and that is the strangest thing. – Earl Nightingale
Favorite book: Think and Grow Rich by Napoleon Hill
What motivates Katie: Being the best at what she does and accomplishing her goals. When she exceeds her goals, everything else seems to fall into place.
Place Katie would most like to visit: Katie is Irish and Italian, so naturally Ireland and Italy are on her list
Katie’s biggest accomplishment: Keeping up with Ron Carson on a desert hike. If you haven’t experienced this, start training!