Katie Young Smith

Katie Young Smith is currently the Director of Client Service Management at Fidelity Investments, where they manage strategic client relationships. With a background in customer service that began as a Store Manager at Things Remembered, Katie transitioned to the financial services sector, holding various roles from Customer Service Representative to Client Service Administrator. They have extensive experience in developing client-focused procedures and providing operational support, contributing to a portfolio exceeding $30 billion in assets. Katie holds an MBA and a BA in Psychology from Northern Kentucky University.