Client Service & Marketing Associate
Katie is responsible for directing communications between colleagues and clients, organizing client meetings, greeting clients and visitors, Contact Relationship Management software data entry, receiving and sorting daily mail, and assisting with event planning and firm marketing efforts. Katie joined Water Street Financial in April of 2023. With her previous employment experience, she has honed her proficient customer service skills, effective communication abilities, and exceptional multitasking skills.
Katie is a long-time resident of Charles Town, WV and in her free time, enjoys being outdoors and spending time with her friends and family.