Kate works with Benetic’s partners to assist with onboarding and any continuing needs to help ensure their success. With nearly 10 years of experience working in the financial services industry, most of which in client services, Kate brings to Benetic strong skills in customer relationship management, leadership, client engagement, and relationship strategy. Kate previously worked at July Business Services and Aspire Financial Services (now PCS Retirement), where she served in multiple relationship management roles.
Kate received a B.A. in Psychology from the University of North Florida.
Sign up to view 0 direct reports
Get started