Katie was part of the Raymond James (USA) Ltd. team based in Vancouver prior to joining Coleman Wealth in 2020. Having worked in a niche market in Canada, Katie offers strong foundational support in our cross-border services. In her role, she handles the day-to-day operational and administrative functions, with a focus on providing a high level of customer service.
Katie graduated from Carlow Institute of Technology in Ireland with an Honor’s Degree in Supply Chain Management. She worked in Supply Chain before moving to Canada and embarking on her career in the financial industry in 2018.