Kate Tancke is a seasoned professional with extensive experience in management and consulting roles across multiple organizations. Currently serving as Director at E Source since December 2023, Kate has previously held significant positions at UMS Group from August 2011 to May 2024, including Director, Associate Consultant, and Senior Consultant, where a key accomplishment was the development and implementation of the firm's online benchmarking tool (BART). Prior experience includes roles as Marketing Manager at Rockit Solutions, LLC, focusing on investment data software and market analysis, and Product Specialist at Rockefeller & Co. Additionally, during tenure at US Trust, Kate served as Senior National Training Specialist, responsible for comprehensive employee training programs, and as Assistant VP and Project Manager overseeing technology and infrastructure projects during a major bank acquisition. Kate holds a degree from Penn State University.
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