Katie Mohlin is a Relationship Manager at Foreside Financial Group, LLC with a background in financial services and strategy. She leverages her Bachelor's in Business Administration and Media & Communication from Muhlenberg College to help firms in the investment management space innovate and grow through comprehensive and customized advice and state-of-the-art technology.

Before joining Foreside, Katie worked as a VP - Financial Consultant at Charles Schwab and held several Vice President positions at Tradeweb, including US Sales Strategy and Operations, US Credit Sales, and Money Market Sales. She also has experience as a Sell-Side Representative. Throughout her career, Katie has developed a wide range of skills in operations, sales, strategy, and communication.

At Foreside, Katie is dedicated to automating and simplifying compliance and distribution for firms, helping them scale as they grow while dedicating their time and effort to portfolio management, client service, sales, and other value-adding work.