As Reconciliation Manager, Katie ensures the data reported by Carson Institutional Alliance is accurate so advisors can use it effectively in Client Experience Optimizer (C.E.O.). With a background in reconciling various data feeds and problem solving, she uses her expertise to find efficiencies in the current reconciliation process.
Katie graduated from Grace University with a Business Administration degree. Prior to joining the team in 2016, she worked for a back-office portfolio accounting solution firm for over three years.
Katie enjoys traveling whenever she gets the opportunity. When at home, she enjoys watching football and spending time with her dogs.
Getting to know Katie
Favorite Food: Sushi
Favorite Movie: Office Space
Place Katie would most like to visit: Egypt