Katherine B. has a diverse work experience spanning several years. Katherine began their career at Northwestern Mutual-Chicago in 2015 as an Associate Financial Representative. Katherine then joined Northern Trust Corporation in 2016, where they held the position of Associate Account Manager until September 2019. After that, they became a Fiduciary Account Manager for Global Family and Private Investment Offices at the same company until February 2021. In 2021, Katherine joined Curative as a Netsuite Integration Specialist and later transitioned into the role of Senior Account Manager. Katherine is currently working as a Customer Success Manager at BAI.
Katherine B. attended Wheaton College from 2010 to 2013, where they obtained a degree in History with a focus on United States History & Roman Classics. Additionally, they have obtained several certifications, including Business-to-Business Sales from LinkedIn in September 2021, and Series 6 and Series 63 from the Financial Industry Regulatory Authority (FINRA) in March 2016.
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