Katy Greene

Regional Vice President of Sales, South Central

Katy Greene, CFA joined Trust Company of America in 2016 and has more than seven years of experience in the financial services industry. As Regional Vice President, she serves as a partner and consultant to independent advisors in the South Central region.

Previously, Katy worked in sales at Janus Capital Group in Denver and also managed a team of twelve other sales professionals. She also worked for UBS Private Wealth Management in San Francisco as a trade and processing specialist. Prior to that, Katy woked at BCA Research in San Francisco selling macroeconomic-focused thought leadership to investment advisory firms, asset managers and family offices.

Katy earned her Chartered Financial Analyst (CFA) designation and holds the Series 7, 24 an 63 licenses. She has a bachelor’s degree in Business Administration from the Leeds School of Business at the University of Colorado.

In her free time, Katy is an avid outdoors enthusiast and likes to cycle, ski, backpack, garden and test out new recipes.

 

Tel: 303.705.6464
Mobile: 303.717.0846
Email: kgreene@trustamerica.com

User login