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.
January, 2022 - present
January, 2018
July, 2015
January, 2013
July, 2011
May, 2010