Client Relationship Specialist
Kathleen began working in the financial industry in 1981. As a Client Relationship Specialist, Kathleen establishes new accounts and addresses the ongoing operational needs of her team’s clients. An active member of her community, Kathleen has organized groups for Habitat for Humanity home-building projects and volunteered her time and experience toward fundraising and strategic planning initiatives for St. Rose of Lima School. Kathleen is a graduate of Georgian Court University.