Tolleson Wealth Management
- Katherine Moreno
Katherine Moreno
Director, Wealth Operations at Tolleson Wealth Management
Katherine Moreno is currently the Director of Wealth Operations at Tolleson Wealth Management, where Katherine has held various positions since joining in 2010. Katherine began as an intern, gaining experience working with the Client Advisory Teams in financial analysis and reporting. Katherine graduated from SMU Cox School of Business with a Bachelor of Business Administration (BBA) in Finance.
Timeline
Director, Wealth Operations
January, 2022 - present
Manager, Wealth Operations
January, 2018
Senior Performance Reporting Analyst
July, 2015
Performance Reporting Analyst
January, 2013
Performance Reporting Associate
July, 2011
Intern
May, 2010
