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Our TeamJames A. Wycoff | Sheri A. Lucas | Kristina Gilley
Katie’s role as Assistant Client Care Manager is critical to our successful client retention-referral efforts. She serves our clients in the role of concierge services, which includes traditional operational and service administration duties and much more. For example, Katie works with our Client Care Specialists to proactively check-in with our clients on regular cycles within the calendar quarter to be sure any questions or concerns are addressed in the earliest stages. Our clients 1st met Katie as our 2010-11 Senior Client Care Specialist and Xavier student. She is a 2011 Xavier University cum laude Finance and Economics graduate. She held leadership positions in Xavier’s Student Government Association, as well as serving as a Bloomberg Systems trainer in the business schools’ Bloomberg Trading Room. She’s using her academic skills to train and achieve her Series 7 Registered Representative Securities License and to earn the Certified Financial Planning credential. Feel free to contact Katie at katie.heinert@raymondjames.com or call her on our Client Care Service number, 513-793-1990. |
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