Katie Knott Email & Phone Number
Senior Client Relationship Associate @ Stordahl Capital Management, Inc.
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Katie Knott Location
- Castle Rock, CO, US
Katie Knott Work
- 2025 -now Senior Client Relationship Associate @
- 2020 -now Client Service Associate @
- 2005 -2019 Operations Specialist @
- 2012 -2018 CoBiz Private Client Relationship Associate @
- 2005 -2012 Securities Specialist @
Katie Knott Education
- Metropolitan State University of Denver
(Finance, General)
2004
Katie Knott Skills
- Series 6
- Mutual Funds
- Weapons Handling
- Tactics
- Customer Experience
- Banking
- Account Management
- Wealth Management Services
- Client Onboarding
- Microsoft PowerPoint
- Front Office
- Brokerage Accounts
- IRAs
- Troubleshooting
- Client Services
- Communication
- Trust Management
- Office Administration
- Customer Relationship Management
- Financial Services
- Account Reconciliation
- Microsoft Office
- High Net Worth Individuals
- Personal Trust Administration
- Microsoft Word
- Microsoft Excel
- Asset Management
- Time Management
- Microsoft Outlook
- Customer Service
- Interpersonal Skills
- Financial Reporting
- Financial Statements
- Portfolio Managers
- Problem Solving
- Acats
- Easily Adaptable
- Organization Skills
- Financial Operations
Katie Knott Summary
- Katie Knott, based in Castle Rock, CO, US, is currently a Senior Client Relationship Associate at Stordahl Capital Management, Inc.. Katie Knott brings experience from previous roles at Stordahl Capital Management, Inc., BOK Financial and CoBiz Financial Inc.. Katie Knott holds a Metropolitan State University of Denver. With a robust skill set that includes Series 6, Mutual Funds, Weapons Handling, Tactics, Customer Experience and more. Katie Knott has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Stordahl Capital Management, Inc. Employees
Bill Stordahl
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Matthew Knuth
Lead Advisor
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