Katy Seo is an experienced professional currently serving as the Assistant Branch Leader at Fidelity Investments since March 2023. Prior to this role, Katy held various positions at Wells Fargo from November 2011 to March 2016, including Region Executive Assistant, Investment Services Senior Private Client Associate, Personal Banker, Teller, Branch Manager 2, and Senior Premier Banker. This diverse background demonstrates a strong foundation in banking and client services.
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