Katie joined Courtiers in March 2019 as a trainee Paraplanner. Since then, Katie has obtained her Diploma in Regulated Financial Planning and the Investment Management Certificate. She joined the Investment Team as Product Specialist in February 2021. Katie is enjoying her role as it combines her passion for financial markets and her enjoyment of engaging with multiple teams within the Courtiers Group.
Background / Experience
Prior to Courtiers, Katie spent three years in Account Management and Business Development for a bespoke display company working with high-end brands. While developing the already existing client relationships she also enjoyed seeking out new and exciting business opportunities.
Katie enjoys being involved with South Oxfordshire Mencap and The Mencap Meteor Club, which offers a variety of activities for people with Down Syndrome and learning disabilities. Katie loves to travel and learning about different cultures. She also enjoys long walks with her three large Cane Corso dogs.