How Can I Help You?
Katie is an executive assistant for Dryden Pence, the team’s Chief Investment Officer. She collaborates across all departments within the organization to provide operational efficiency.
What Makes Me Knowledgeable?
Katie joined Pence Financial Group in 2022, bringing more than 15 years of experience in corporate accounting and operations to her role. Having worked as a corporate accountant in several different industries, she has gained extensive knowledge about how to run a successful business. Katie’s next step is to earn the Securities Industry Essentials and Series 7 licenses, so she can more comprehensively serve the needs of the team and its clients. She graduated with a bachelor’s degree in economics from UCLA.
Getting to Know Me
As much as she enjoys a good brain challenge, Katie also loves to work out and exercise with dance, yoga, hiking, and tennis. She is also a fan of the theater and believes a good drama is fuel for the soul.
