Katherine Barentsen is an Associate Financial Representative at Independent Financial Group, LLC, responsible for coordinating documentation for over 150 clients while adapting tasks based on daily supervision. Katherine also serves as an Executive Administrative Assistant at Barentsen Advisory Services, managing complex financial portfolios, customer invoicing, and client data across 300 accounts. Previous roles include intern positions at Universitat de Barcelona and the University of California, Berkeley, as well as caregiving, outreach, and administrative support positions at various organizations. Katherine holds a Bachelor's degree in Sociology from the University of California, Berkeley, and has furthered education at The Johns Hopkins University and Universitat de Barcelona.
Sign up to view 0 direct reports
Get started