Katherine Marshall is a seasoned financial services and management consultant with over 30 years of diverse experience in the industry. Currently serving as a Financial Services and Management Consultant since 2021, Katherine also holds the position of Vice President of Client Experience at Docupace. Previously, Katherine served in various executive roles, including Vice President of Institutional Sales at TD Ameritrade and Executive Director at ExO Works, where innovative strategies for growth and sustainability were advanced. Katherine's education includes an Executive MBA in International Business from Thunderbird School of Global Management and ongoing studies in Economics and Political Science at the University of Vermont.
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