Katherine Mangiardi

Katherine Mangiardi is a seasoned financial services professional with extensive experience in various leadership roles. Currently serving as Regional Vice President at Fisher Investments since April 2022, Katherine also contributes to the Heartland Institute of Financial Education as a CFEd since August 2011. Previous positions include Financial Service Consultant at Fidelity Investments from January 2020 to January 2022 and Registered Representative at Transamerica from August 2004 to February 2020. Katherine holds a Bachelor Degree in Marketing from Columbia College Chicago and possesses expertise in relationship management, conflict resolution, project management, retirement planning, and team building, among other skills. Additionally, Katherine is series licensed with FINRA and proficient in tools like SalesForce and Redtail CRM.