Client Services Representative
CurrentBridgeworth joined forces with Savant Wealth Management on November 30, 2023.
Dec 2023 - Present
AeroLeads people directory · profile
Katlyn Mason Email & Phone Number
Client Services Representative at Savant Wealth Management
at
Savant Wealth Management
1 work email found
@pnc.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Services Representative at Savant Wealth Management
Location
Huntsville, Alabama, United States
Company size
Who is Katlyn Mason? Overview
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Quick answer
Katlyn Mason is listed as Client Services Representative at Savant Wealth Management at Savant Wealth Management, a company with 160 employees, based in Huntsville, Alabama, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for Katlyn Mason.
Katlyn Mason previously worked as Client Services Representative at Savant Wealth Management and Operations Specialist at Bridgeworth Wealth Management. Katlyn Mason holds Bachelor Of Arts - Ba, Liberal Arts And Sciences/Liberal Studies from Athens State University.
Company email context
Email format at Savant Wealth Management
This section adds company-level context without repeating Katlyn Mason's masked contact details.
{first}.{last}@pnc.com
86% confidence
AeroLeads found 1 current-domain work email signal for Katlyn Mason. Compare company email patterns before reaching out.
Profile bio
About Katlyn Mason
Katlyn Mason is a Client Services Representative at Savant Wealth Management at Savant Wealth Management.
Current workplace
Katlyn Mason's current company
Company context helps verify the profile and gives searchers a useful next step.
Savant Wealth Management
6 roles
Katlyn Mason work experience
A career timeline built from the work history available for this profile.
Operations Specialist
Bridgeworth Wealth Management
From our founding in 2008, financial planning has been the cornerstone of Bridgeworth Wealth Management. With this same focus in mind, Bridgeworth joined Savant Wealth Management, a fee-only SEC Registered Investment Adviser and fiduciary firm. Savant is a nationally recognized firm that has operated for over 35 years with offices across the U.S. and now.
Aug 2023 - Nov 2023
Customer Service Representative Specialist- Investments
Jul 2022 - Aug 2023
Banker
May 2021 - Jul 2022
Assistant Manager
Customer service, scheduling, high paced environment, team building, production of baked good, inventory and supplies management, profit and loss reporting, display building.
May 2018 - May 2021
Archives Intern
Internship in the Archive Department of my university. During that time I headed 2 solo graphic art projects, which were educational and informational displays on the “200 year history of the universities presidents” and “Caldecott Medal winning children’s books” for the Universities library. During that time I also worked on learning the techniques of.
Sep 2015 - Apr 2016
Team & coworkers
Colleagues at Savant Wealth Management
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
CR
Cassandra Rhode
Colleague at Savant Wealth Management
Belvidere, Illinois, United States, United States
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CU
Cortnee Usmiller
Colleague at Savant Wealth Management
Greater Rockford Area, United States
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DM
Delynn M. Zell, Cfp®
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
DS
Daniel Sullivan
Colleague at Savant Wealth Management
Decatur, Georgia, United States, United States
View →
TP
Tom Ptacin
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
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AJ
Amy Jemison
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
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MW
Marci Ward
Colleague at Savant Wealth Management
Greater Rockford Area, United States
View →
LB
Lavonne Brown
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
View →
SN
Sarah Nolte, Cfp®
Colleague at Savant Wealth Management
Iowa City, Iowa, United States, United States
View →
RF
Renee Forberg
Colleague at Savant Wealth Management
Rockton Township, Illinois, United States, United States
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Cassandra Rhode
Colleague at Savant Wealth Management
Belvidere, Illinois, United States, United States
View →
CU
Cortnee Usmiller
Colleague at Savant Wealth Management
Greater Rockford Area, United States
View →
DM
Delynn M. Zell, Cfp®
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
DS
Daniel Sullivan
Colleague at Savant Wealth Management
Decatur, Georgia, United States, United States
View →
TP
Tom Ptacin
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
View →
AJ
Amy Jemison
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
MW
Marci Ward
Colleague at Savant Wealth Management
Greater Rockford Area, United States
View →
LB
Lavonne Brown
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
View →
SN
Sarah Nolte, Cfp®
Colleague at Savant Wealth Management
Iowa City, Iowa, United States, United States
View →
RF
Renee Forberg
Colleague at Savant Wealth Management
Rockton Township, Illinois, United States, United States
View →
1 education record
Katlyn Mason education
FAQ
Frequently asked questions about Katlyn Mason
Quick answers generated from the profile data available on this page.
What company does Katlyn Mason work for?
Katlyn Mason works for Savant Wealth Management.
What is Katlyn Mason's role at Savant Wealth Management?
Katlyn Mason is listed as Client Services Representative at Savant Wealth Management at Savant Wealth Management.
What is Katlyn Mason's email address?
AeroLeads has found 1 work email signal at @pnc.com for Katlyn Mason at Savant Wealth Management.
Where is Katlyn Mason based?
Katlyn Mason is based in Huntsville, Alabama, United States while working with Savant Wealth Management.
What companies has Katlyn Mason worked for?
Katlyn Mason has worked for Savant Wealth Management, Bridgeworth Wealth Management, Pnc, Publix Super Markets, and Athens State University.
Who are Katlyn Mason's colleagues at Savant Wealth Management?
Katlyn Mason's colleagues at Savant Wealth Management include Cassandra Rhode, Cortnee Usmiller, Delynn M. Zell, Cfp®, Daniel Sullivan, and Tom Ptacin.
How can I contact Katlyn Mason?
You can use AeroLeads to view verified contact signals for Katlyn Mason at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Katlyn Mason attend?
Katlyn Mason holds Bachelor Of Arts - Ba, Liberal Arts And Sciences/Liberal Studies from Athens State University.
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