Katherine Millan

Katherine Millan brings a diverse background in compliance and operations, currently serving as a Senior Specialist in CRM Operations & Compliance at Salesforce since November 2020. Prior experience includes founding Table Dot, a community-driven in-home dining service, and working as a Senior Risk Analyst and Compliance Auditor at Raymond James, where knowledge of financial markets and regulatory compliance was applied. Earlier, Katherine held the position of Investment Specialist at Merrill Lynch during a significant transition of international wealth management to Julius Baer. Katherine holds an MBA from the University of South Florida Muma College of Business and a Ranger certification from Trailhead by Salesforce.