Senior Client Service Assistant
Katie joined Axial Financial Group in September 2015 and is an essential part of our part of our Client Service Team. She is responsible for opening new accounts, tracking asset transfers, submitting annuity applications, and making sure our clients needs are handled quickly and efficiently. She also assists with reviewing our advertising materials and taking on the technology sector of all offices.
Katie graduated from Salem State University with a Bachelor’s of Science degree. She came to Axial bringing six years of customer service experience within the financial industry and currently holds her Massachusetts Life, and Massachusetts Health & Accident Insurance licenses.
Katie is originally from Framingham, MA, but now resides in Chelmsford, MA with her family. In her spare time, she enjoys being with family and friends, spending time at the beach, and working on jigsaw puzzles.
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