Catherine P. is a seasoned professional with extensive experience in client engagement and product oversight within the financial services industry. Currently serving as a Senior Client Engagement & Success Manager at Addepar since November 2023, Catherine previously held multiple positions at Stifel Financial Corp. from December 2015 to November 2023, including Vice President of Product Control & Oversight, focusing on guideline monitoring and oversight of products and programs. Catherine's career also includes roles at Barclays Wealth and Investment Management and Barclays, where responsibilities ranged from strategic client development to supporting executive leadership. Earlier experience includes an administrative role at Lehman Brothers and a leadership position at Floyd Hall Arena, reflecting a diverse skill set that spans administration, program management, and client services. Catherine obtained a Bachelor of Arts in Theatre Studies from Montclair State University in 2007.
This person is not in any teams
This person is not in any offices