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Katie Reynosa is listed as Client Experience Manager at KWB Wealth at KWB Wealth, a company with 7 employees, based in Redlands, California, United States. AeroLeads shows a matched LinkedIn profile for Katie Reynosa.
Katie Reynosa previously worked as Client Experience Manager at Kwb Wealth and Client Experience Director at Pacific Capital. Katie Reynosa holds Bachelor'S, Finance from California State University-San Bernardino.
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With over 15 years in the industry, I appreciate the personal relationships with clients that I have developed. I strive to give clients a Ritz-Carlton service experience with Fed-Ex efficiency. Our team serves you as a professional fiduciary, helping to address each area of your financial life. Our focus is to protect and accumulate your wealth, while you enjoy those things that are most important to you!Specialties: I am a notary public in California and have a bachelor's degree in finance. My focus is helping our wealth management clients succeed and reach their goals.
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KWB Wealth is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience.
As the Client Experience Director at Pacific Capital, I'm responsible for making sure our clients are delighted advocates who feel appreciated and well-taken care of by our team. As a Certified Customer Experience Professional, I really enjoy providing a concierge-level experience for our Pacific Capital clients, taking away the hassle of dealing with a.
-Worked as the Client Service Director for our team at Merrill Lynch-Coordinated client administrative needs -Prepared financial analysis reports & client review kits-Facilitated consistent client communication and review appointments-Helped our team win "Elite Wealth Management Team" of the year
Other employees you can reach at kwbwealth.com. View company contacts for 7 employees →
Rachel Bubb
Colleague at Kwb WealthRedlands, California, United States, United States
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Trenton Maher
Colleague at Kwb WealthNapa, California, United States, United States
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Steven Gormley, Cima®
Colleague at Kwb WealthRedlands, California, United States, United States
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Doris Fong
Colleague at Kwb WealthRiverside, California, United States, United States
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Quentin Bubb
Colleague at Kwb WealthRedlands, California, United States, United States
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Ricardo Salinas
Colleague at Kwb WealthChino, California, United States, United States
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Katie Reynosa works for KWB Wealth.
Katie Reynosa is listed as Client Experience Manager at KWB Wealth at KWB Wealth.
Katie Reynosa is based in Redlands, California, United States while working with KWB Wealth.
Katie Reynosa has worked for Kwb Wealth, Pacific Capital, Merrill Lynch, and Toyota.
Katie Reynosa's colleagues at KWB Wealth include Rachel Bubb, Trenton Maher, Steven Gormley, Cima®, Doris Fong, and Quentin Bubb.
You can use AeroLeads to view verified contact signals for Katie Reynosa at KWB Wealth, including work email, phone, and LinkedIn data when available.
Katie Reynosa holds Bachelor'S, Finance from California State University-San Bernardino.
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