As an institutional client service associate, Katie is a liaison between Nuveen Asset Management, the custodian, and the client. She is responsible for maintaining accounts, preparing client presentations, as well as opening and closing accounts. In addition, Katie works closely with client development directors to facilitate new business development.
Katie began working in the financial industry in 1998. Prior to joining the firm in 2002, she was a public relations specialist at Robert W. Baird & Co. and a marketing intern for Mercantile Bank in Indiana.
Katie received a B.A. in English from Marquette University in Milwaukee. She is an avid advocate and volunteer for many non-profits including the Rett Syndrome Research Trust, The International Rett Syndrome Foundation and Girl Power 2 Cure. Katie is also an active alumnae of Pi Beta Phi, a National Fraternity for Women.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.