Katie P.

Katie P. has a diverse work experience in the financial sector. Katie started their career at Rexco Equipment, Inc. in 2016, where they worked in accounts receivable. Katie'sresponsibilities included processing daily deposits, ACH, and wire payments, managing sales tax for multiple states, and handling customer account set-ups and collections. In 2019, Katie joined Terry Lockridge & Dunn as an accounts receivable specialist. Katie continued to manage receivables for clients, process new client IDs, and set up projects. Most recently, in 2022, they joined Savant Wealth Management as a financial reporting specialist. In this role, they assist clients with account balances, provides support to staff, and processes daily and monthly reports for company budgets.

Katie P.'s education history includes earning a Bachelor's degree in Finance and Human Resources from Mount Mercy University. Katie attended the university from 2013 to 2017.