VP/Wealth Management Compliance Specialist
Kate has over 15 years of experience in the wealth management industry. As a wealth management compliance specialist at Bell Bank, Kate assists with maintaining a robustly compliant and risk-managed fiduciary division. In addition, Kate assists with fiduciary exams and audits and serves as project manager/coordinator on select initiatives to ensure that Bell Bank Wealth Management maintains its reputation.
Kate lives in Minneapolis with her partner, two daughters, and their winter-loving Samoyed.