Human Resources and Finance Officer
A Human Resources and Finance Officer with Moran Wealth Management®, Katie is a graduate of the Florida Institute of Technology where she earned her master’s degree in Organizational Leadership. She also previously earned her Bachelor of Social Work from Florida Gulf Coast University.
Katie embodies nearly a decade of energetic leadership in addition to her superior record of accomplishment. At Moran, she is committed to maintaining existing client relationships through operational and administrative functions. Her ambition and independent decision-making skills ensure each detail is considered for the coveted client-investor experience that Moran is recognized for.
Katie is a Manchester, New Hampshire native who previously spent seven years at Process Research & Optimization, most recently as the Director of Marketing and Sales, where her responsibilities included developing strategies to generate traffic and ensure the success of marketing campaigns. Her favorite quote is “Believe you can, and you are halfway there,” by Theodore Roosevelt. She actively volunteers in the surrounding community including organizations like the Children and Home Society and Shellpoint Rehabilitation Center.