4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Institutional Client Service
Katrina is a service-minded manager leading a team of institutional service representatives tasked with delivering exceptional, proactive support for the firms valued client relationships. As part of the firms Institutional Client Service Group, Katrina spends time monitoring metrics and service standards with a focus on maintaining continuous improvement on the firm’s service delivery standards.