Katelyn Wheeler Email & Phone Number
Senior Trust, Estate and Fiduciary Strategist @ Capital Group Private Client Services
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Katelyn Wheeler Location
- San Francisco, CA, US
Katelyn Wheeler Work
- Senior Trust, Estate and Fiduciary Strategist @ (March 2025 - Present)
- Partner @ (January 2023 - March 2025)
- Associate @ (December 2019 - January 2023)
- Associate Attorney @ Spears & Shelf, LLP (September 2014 - December 2019)
- Associate Attorney @ FamilyWise Estate Planning (September 2013 - September 2014)
Katelyn Wheeler Education
- University of San Francisco
Candidate / Master of Laws - LLM
2022-2026 - University of California, College of the Law, San Francisco (formerly UC Hastings)
Juris Doctor
2008-2011 - University of California, Los Angeles
Bachelor of Arts, cum laude
2006-2008
Katelyn Wheeler Skills
- Westlaw
- Courts
- Legal Issues
- Grant Writing
Katelyn Wheeler Summary
- Katelyn Wheeler, based in San Francisco, CA, US, is currently a Senior Trust, Estate and Fiduciary Strategist at Capital Group Private Client Services. Katelyn Wheeler brings experience from previous roles at Leland, Parachini, Steinberg, Matzger & Melnick LLP, Spears & Shelf, LLP and FamilyWise Estate Planning. Katelyn Wheeler holds a 2022 - 2026 Candidate / Master of Laws - LLM @ University of San Francisco. With a robust skill set that includes Westlaw, Courts, Legal Issues, Grant Writing and more. Katelyn Wheeler has 2 emails and 3 mobile phone numbers on RocketReach.
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