Katie Becker is a proven client services expert with extensive hands-on and managerial experience helping high net worth (HNW) individuals and their financial advisors. She is an accomplished leader and mentor in her field with a passion for fostering collaborative working environments. Katie has a Bachelor of Arts degree in Communication and Media Studies from Sacred Heart University and has also studied at Virginia Wesleyan College. She has held a Senior Director of Client Services position and was a Senior Private Client Advisor, Associate Private Client Advisor, and Communications Associate at various organizations, including Foundation Source and Financial Accounting Foundation.