Katherine Lewis

Katherine Lewis is an experienced investment professional currently serving as an Investment Processor at Equity Trust Company since February 2024. Previously, Katherine held the position of Collateral Processor in Commercial Lending Operations at PNC from January 2022 to December 2023. Katherine’s background includes working as an Investment Solutions Senior Representative at New York Life Insurance Company from November 2016 to January 2022, where a FINRA Series 6 license was obtained, and as a Material Damage Claims Processor at National General Insurance from May 2015 to November 2016. Katherine began her career as a Management Assistant at Enterprise Rent-A-Car and as a Guest Service Coordinator at Universal Orlando, focusing on customer experience and issue resolution. Katherine earned a Bachelor's degree in Tourism and Travel Services Management from Bowling Green State University from 2003 to 2007.