Back to the team

Client Service Associate
- BA, Marketing
Two decades of hands-on client service, operations, and trading expertise.
Kathy brings to Baobab Wealth extensive financial industry experience, having worked at RIAs and mutual fund companies for over 20 years. Her industry experience includes assisting clients with complex service needs, ecommerce project management, and securities trading.
Kathy has a bachelor’s degree in marketing from University of Massachusetts/Amherst.
In her leisure hours, she enjoys spending time with family and training her Jack Russell Terrier, Finley.
