Katrina Wilson is a seasoned finance professional with extensive experience in compliance and client management. Currently serving as VP and Compliance Officer at Concurrent since April 2023, Katrina previously held key positions at Raymond James, including Branch Manager and Senior Registered Client Associate from January 2018 to April 2023. Katrina's career at Wells Fargo Advisors spanned over two decades, where roles included Senior Registered Client Associate, Vice President, and Control Specialist. Katrina holds an MBA in Finance and a BS in Finance from Wayne State University, and is certified with Series 3, 7, 8, 63, and 65 licenses, along with Variable Contracts and Life and Health Licenses.
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