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Kate Martin
Manager, Customer Onboarding at PitchBook Data
Kate Martin is a highly accomplished professional with a diverse background in business administration and psychology. She holds a Master of Business Administration (MBA) from Seattle University and completed her B.S. in Psychology and Spanish at Washington State University. Kate has a wealth of experience in various roles at PitchBook Data, progressing from Account Manager to Senior Account Manager and Team Lead before assuming the position of Manager for Customer Onboarding. She also served as a Graduate Assistant at Seattle University, supporting the MBA Program Director and the Assistant Dean of Graduate Programs.
Kate's professional journey includes roles outside of PitchBook Data, such as Client Service & Investment Operations at Columbia Pacific Wealth Management and a Client Service Intern at ULT Wealth Advisors, LLC. Her expertise and skills in customer onboarding, account management, team leadership, and client services make her a valuable asset in the business world. Kate's educational background and extensive work experience have equipped her with a unique blend of business acumen and psychological insights, enabling her to excel in diverse professional settings.