AeroLeads people directory · profile
Katy Kappius Email & Phone Number
Chief Operating Officer
at
Focused Alpha Wealth Management
1 work email found
@tractionfp.com
4 phones found area 303 and 414
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer
Location
Littleton, Colorado, United States
Company size
Who is Katy Kappius? Overview
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Quick answer
Katy Kappius is listed as Chief Operating Officer at Focused Alpha Wealth Management, a with 3 employees, based in Littleton, Colorado, United States. AeroLeads shows a work email signal at tractionfp.com, phone signal with area code 303, 414, and a matched LinkedIn profile for Katy Kappius.
Katy Kappius previously worked as Chief Operating Officer at Traction Financial Partners and Chief Operating Officer at Traction Financial Partners. Katy Kappius holds Business Management from Metropolitan State University Of Denver.
Company email context
Email format at Focused Alpha Wealth Management
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{first}.{last}@tractionfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Katy Kappius. Compare company email patterns before reaching out.
Profile bio
About Katy Kappius
Passionate about optimizing financial landscapes and driving operational efficiency, I proudly serve as the Chief Operating Officer at Traction Financial Partners. With a rich background in financial services spanning over 10 years, I lead strategic initiatives that propel our firm to new heights.
Listed skills include Customer Service, Management, Social Media, Entrepreneurship, and 5 others.
Current workplace
Katy Kappius's current company
Company context helps verify the profile and gives searchers a useful next step.
Focused Alpha Wealth Management
8 roles
Katy Kappius work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
Chief Operating Officer
Director Of Client Services
- Oversee all aspects of client services, ensuring exceptional service delivery and client satisfaction.- Develop and implement comprehensive strategies to meet client needs, foster long-term relationships, and drive revenue growth.- Collaborate with cross-functional teams to optimize business operations, streamline processes, and enhance overall efficiency.- Develop and execute marketing initiatives to increase brand visibility and attract new clients.- Ensure compliance with industry regulations and internal policies, maintaining a strong focus on risk management.- Foster a culture of continuous improvement, implementing best practices and innovative solutions.
Jan 2018 - Oct 2023
Associate Financial Advisor
Feb 2017 - Jan 2018
Financial Services Consultant
Jul 2016 - Jan 2017
Associate Financial Representative
- Assist a top producing Financial Representative with managing his personal practice. Tasks include client service on insurance and investments, underwriter communication, client follow up, scheduling, and overall management of representative’s practice. - Coordinate and schedule high activity calendar with precision and accuracy- Hire and direct employee independently in order to help increase efficiency within the practice- 2015 Commitment to Excellence Award winner
Apr 2013 - Jun 2016
Recruiting Coordinator
- Assisted recruiting and development team with tasks to bring in new full time financial representatives and interns. - Tasks included interview preparation, scheduling and calendar management, and finding prospective representatives.
Dec 2012 - May 2013
1 education record
Katy Kappius education
FAQ
Frequently asked questions about Katy Kappius
Quick answers generated from the profile data available on this page.
What company does Katy Kappius work for?
Katy Kappius works for Focused Alpha Wealth Management.
What is Katy Kappius's role at Focused Alpha Wealth Management?
Katy Kappius is listed as Chief Operating Officer at Focused Alpha Wealth Management.
What is Katy Kappius's email address?
AeroLeads has found 1 work email signal at @tractionfp.com for Katy Kappius at Focused Alpha Wealth Management.
What is Katy Kappius's phone number?
AeroLeads has found 4 phone signal(s) with area code 303, 414 for Katy Kappius at Focused Alpha Wealth Management.
Where is Katy Kappius based?
Katy Kappius is based in Littleton, Colorado, United States while working with Focused Alpha Wealth Management.
What companies has Katy Kappius worked for?
Katy Kappius has worked for Focused Alpha Wealth Management, Traction Financial Partners, Northwestern Mutual, and Tiaa.
How can I contact Katy Kappius?
You can use AeroLeads to view verified contact signals for Katy Kappius at Focused Alpha Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Katy Kappius attend?
Katy Kappius holds Business Management from Metropolitan State University Of Denver.
What skills is Katy Kappius known for?
Katy Kappius is listed with skills including Customer Service, Management, Social Media, Entrepreneurship, Microsoft Office, Sales, Time Management, and Leadership.
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