Katelyn Grubb

Wealth Management Operations Coordinator at Three Bell Capital

Katelyn Grubb has a background in financial operations and wealth management. Currently working as a Wealth Management Operations Coordinator at Three Bell Capital since May 2021, after previously holding the title of Financial Operations Specialist III at SS&C Technologies from October 2016 to April 2021. Prior to this, Katelyn worked as an Account Review Specialist at General Dynamics Information Technology from February 2014 to June 2016, focusing on defaulted federal student loans for the Department of Education. Katelyn is currently pursuing a Bachelor's degree in Business Administration and Management from Baker University since 2017.

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  • Wealth Management Operations Coordinator

    May, 2021 - present