Katie McGuire

Sales Associate at Heffernan Insurance Brokers

Katie McGuire is a finance professional currently serving as a Sales Associate at Heffernan Insurance Brokers since August 2025. Prior to this role, Katie worked as a Dean's Office Assistant at the Santa Clara University Leavey School of Business, where responsibilities included optimizing operational efficiency and coordinating events. Katie has held various positions within the finance and real estate sectors, including Chief of Staff at the Santa Clara Investment Fund and an Investment Banking Summer Analyst at Eastdil Secured, where extensive analysis of commercial real estate properties was conducted. Furthermore, Katie has been active in leadership roles, including serving on the executive board of the SCU Real Estate Association. Katie holds a Bachelor of Science in Finance from Santa Clara University, expected in 2025, and has completed several internships and training programs related to finance and real estate.

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