Simplicity Ops
Katherine Beltran is an accomplished professional with a diverse background in strategy, training, and implementation. Currently serving as Manager of Strategy and Implementation and Lead Coach at Simplicity Ops since October 2022, Katherine has previously held significant roles such as Training Manager and Trainer at Redtail Technology from January 2019 to October 2022. Katherine's experience also includes positions at American Airlines as a Staff Assistant & Internal Process Trainer and Reservations Agent & EEE Trainer from January 2016 to January 2019, as well as work as a Paralegal/ Executive Assistant at the Law Offices of Gary M. Gitlin and roles at Disneyland Resort. Katherine holds a Bachelor of Science degree in Hotel, Motel, and Restaurant Management from Northern Arizona University, earned between 2009 and 2012.
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Simplicity Ops
Simplicity Ops partners with Financial Advisors to build profitable, scalable, and client-focused practices. At Simplicity Ops, we specialize in helping financial advisors streamline operations, optimize workflows, and integrate technology to deliver exceptional client service and create sustainable profitability. Our tailored approach focuses on auditing processes, building systems and workflows, educating users and empowering teams to thrive. Whether you’re looking to optimize your CRM, enhance client service experience, or simplify day-to-day operations, Simplicity Ops provides the tools, strategies, and expertise to take your practice to the next level!