Katie O'Connor - Client Service Specialist

As the Director of Client Services, Katie partners with team members to provide the highest-quality customer service to all current and prospective clients. Katie manages new account relationships, including coordinating new funding, additional contributions, withdrawals, and other transactions, as well as contributing to process improvements. She is always ready to answer daily requests from clients regarding account maintenance and updates.

Prior to WrapManager, Katie was a Wealth Management Professional with Goldman Sachs where she also participated in the Women’s Career Strategy Initiative for high achieving female associates. Katie also served as an Operation Analyst and Associate in Morgan Stanley’s London office for nearly three years.

Katie graduated from Loughborough University with a Bachelor of Science Degree with Honors in Banking, Finance and Management.

Work

My favorite part of the day is when I look back and realize how much I've accomplished for our clients and firm that day. My retirement dream is to be somewhere warm with an ocean view where good cheese and wine is plentiful.

And here’s something my co-workers may not know about me… I have skydived for charity, paraglided off a mountain, white water rafted twice, and rappelled down a waterfall.

 

Play

Some of my favorite fun things are chocolate croissants and coffee, my husband Barry, This American Life podcasts, sing-alongs to pop songs, and dancing. Guilty pleasure: watching every episode of the sitcom, Frasier.

 

Katie Collage Photo Flipped.jpg

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