Katie is a principal in True’s Fintech & Financial Services Practice, where she focuses on revenue-generating executive leadership roles across asset and wealth management, venture capital, and private equity. Her work spans sales, marketing, client experience, operations, and GM / P&L roles, partnering primarily with scaling and mid-to-large cap financial services clients.
Prior to joining True, Katie spent two years at Guidepoint Global as a research manager on the institutional sell-side team, working closely with institutional investors to support their market research needs.
Katie graduated from Hobart and William Smith Colleges with a degree in Writing & Rhetoric.
