Katie Johnson Email & Phone Number
Managing Director, Head of Wealth Solutions @ Elevation Point
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Katie Johnson Location
- Laguna Niguel, CA, US
Katie Johnson Work
- 2025 -now Managing Director, Head of Wealth Solutions @
- 2025 -now Advisory Board Member and Equity Partner @
- 2021 -2025 Partner and President | EOS Integrator @
- 2019 -2021 Vice President, Corporate Communications @ Goldman Sachs Personal Financial Management
- 2018 -2019 Vice President, Public Relations + Communications @ United Capital Financial Advisers, LLC - Acquired by Goldman Sachs (July 2019)
- 2017 -2018 Vice President + Chief of Staff to CEO @ United Capital Financial Advisers, LLC - Acquired by Goldman Sachs (July 2019)
- 2016 -2017 Vice President and General Manager, People and Organization @
- 2012 -2016 Vice President, Organizational Effectiveness @
- 2009 -2012 Associate Vice President, Training, Development and Communications @
- 2007 -2009 Director of Field Transitions @
- 2006 -2007 Regional Director @
- 2004 -2006 Relationship Manager @
- 2004 -2006 Instructor (Public Speaking and Small Group Communications) @
- 2003 -2004 Graduate Assistant and Teaching Associate @
Katie Johnson Education
- The Wharton School
Executive Education Program: Effective Execution of Organizational Strategy
2018-2018 - UCLA Extension
Completed 6 Courses // Human Resources Certification
2015-2016 - California State University, Long Beach
Master of Arts (Communication Studies)
2003-2005 - California State University, Long Beach
Bachelor of Arts (Communication Studies)
2003
Katie Johnson Skills
- Training & Development
- Corporate Communications
- Change Management
- Leadership
- Communication Skills
- Coaching
- Employee Training
- Business Development
- Management
- Training
- Wealth Management
- Investment Advisory
- Strategy
- Process Improvement
- Program Management
- Organizational Development
- Cross-functional Team Leadership
- Project Management
- Financial Planning
- PowerPoint
- Training and Development
- Teaching
- Strategic Planning
- Microsoft Word
- Cross Functional Team Leadership
- Business Process Improvement
- Public Relations
- Public Speaking
- Team Building
- Business Strategy
Katie Johnson Summary
- Katie Johnson, based in Laguna Niguel, CA, US, is currently a Managing Director, Head of Wealth Solutions at Elevation Point. Katie Johnson brings experience from previous roles at Ficomm Partners, Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC - Acquired by Goldman Sachs (July 2019). Katie Johnson holds a 2018 - 2018 Executive Education Program: Effective Execution of Organizational Strategy @ The Wharton School. With a robust skill set that includes Training & Development, Corporate Communications, Change Management, Leadership, Communication Skills and more. Katie Johnson has 4 emails and 2 mobile phone numbers on RocketReach.
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