Katie King Email
Founder, Senior Vice President @ ApexFlow Wealth Management
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Katie King Location
- Salt Lake City, UT, US
Katie King Work
- Founder, Senior Vice President @ (July 2024 - Present)
- Financial Advisor, RJFS @ (July 2024 - Present)
- Practice Manager @ (November 2015 - July 2024)
- Practice Manager @ (June 2019 - July 2023)
Katie King Education
- Western Governors University
Bachelor's degree (Business Administration and Management, General)
2019-2023
Katie King Skills
- Client Communications
- Client Service Management
- Compliance
- Financial Reporting
- Investment Management
- Operations Management
- Portfolio Management
- Practice Development
- Strategic Thinking
- Wealth Management
- Workflow Management
Katie King Summary
- Katie King, based in Salt Lake City, UT, US, is currently a Founder, Senior Vice President at ApexFlow Wealth Management. Katie King brings experience from previous roles at ApexFlow Wealth Management, Zions Bancorporation and KeyBank. Katie King holds a 2019 - 2023 Bachelor's degree in Business Administration and Management, General @ Western Governors University. With a robust skill set that includes Client Communications, Client Service Management, Compliance, Financial Reporting, Investment Management and more. Katie King has 1 emails on RocketReach.
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Top ApexFlow Wealth Management Employees
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Katie King
Founder, Senior Vice President
Salt Lake City, UT, US
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