Katie Jacobson

Katie Jacobson is a seasoned professional with extensive experience in sales operations, business coordination, and client services. Currently serving as a Sr. Sales Operations & Enablement Specialist at McKinstry since February 2019, Katie previously held roles such as Business Operations Coordinator at Private Wealth Management LLC, where significant contributions included improving inter-office efficiency and becoming a key resource for technical CRM training. Katie's background encompasses leadership in administration at Woodward Wealth Management, mentorship at Front Range Academy, and early career sales and teaching roles, supported by a Bachelor's degree in Communication and Media Studies and ongoing education in marketing at Colorado State University.