Katie Hsieh

Katie Hsieh is a seasoned financial professional with extensive experience in case design, product illustration, and account management across several reputable firms. Currently serving as a Case Design Specialist at Signal Advisors since June 2022, Katie previously held diverse roles at Asset Marketing Systems from January 2017 to May 2022 related to annuity and life insurance products. Prior to that, positions at Magnam and Wells Fargo involved accounting, financial management, and banking, where notable achievements included consistent awards for customer satisfaction and outstanding sales performance. Earlier in the career trajectory, experiences as a Human Resources Manager and Research Assistant laid a strong foundation in recruitment, data analysis, and research methodology. Katie holds a Master's degree in Economics from Georgia State University and a Certificate in Financial Planning from the University of California, Berkeley.