Kathleen began her career in retail banking at Wells Fargo where she focused on assisting high-value consumer and business clients. Throughout her career, she served as a business advocate and uncovered sales opportunities. In 2016, Kathleen transitioned into the Client Services role at TD Ameritrade where she assisted in day-to-day operations. Kathleen earned a BBA in Finance from the University of Houston and is currently an active volunteer in her community.
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