As a Client Concierge Service Administrator, Kathrina works with clients on a daily basis to ensure their needs are met, providing a family office concierge level of service. Kathrina is also responsible for preparation of client meetings, reviewing and following-up on post meeting notes, executing trades per Mary Jo’s instructions as well as account opening and maintenance.
Kathrina brings over twenty years of industry experience having worked for Bank of New England and Fidelity Investments. Kathrina began in a support role where she learned early to document process and procedures as well as technical writing while working with both internal and external clients. More recently, Kathrina brings three years of customer service experience working for Savers.
Kathrina earned her Bachelor of Science degree from Bridgewater State College graduating with majors in Business Management and Psychology.
Kathrina enjoys spending every moment she can with her husband. Both enjoy traveling and many other activities together. Kathrina’s hobbies that she finds relaxing are cross-stitching, jewelry making and scroll sawing in her workshop.