Katie Patterson is a financial services professional specializing in analytics and data-driven decision making. They have held various positions in banking, including Management Associate and Branch Manager at M&T Bank, where they managed operations, coached employees, and ensured compliance. Currently, Katie is a Customer Success Manager at Salesforce, focusing on helping customers achieve their business goals through digital transformations. They are also pursuing a Bachelor of Science in Mathematics, graduating summa cum laude from SUNY Geneseo. Notably, Katie holds multiple certifications, including as a Financial Services Cloud Specialist and a Prosci Certified Change Management Practitioner.
This person is not in the org chart
This person is not in any teams
This person is not in any offices