Katia Kin
Head of Client Services
My interest in financial services first developed when I was exposed to the lack of personal financial knowledge taught in education systems. This led me to develop my education in finance and business analytics. Coupled with my desire to help others, I found my passion for this career. Through meeting with clients, building financial models, and working behind the scenes, I continue to learn and apply my analytical mindset, ensuring our client’s goals are met along the way.
Outside of work I enjoy spending time with friends and family, traveling, and watching the LA Kings. Born and raised in a local suburb of Los Angeles, my usual weekend plans are trying new restaurants in the city and spending time at the beach.
I enjoy understanding the uniqueness of our clients’ financial lives, and working with my team to curate unique solutions is always front of mind.
Deep Dive:
Hometown – Calabasas, CA
Dream vacation – Safari in South Africa
What do you geek out on? – Organized spreadsheets