Katie Roehm
Executive Assistant & Marketing Coordinator at Refine Wealth Strategies
Based in Minneapolis, United States
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Seniority
Staff
Department
General Business & Management
Location
Minneapolis
Industry
Financial Services
Company size
13
Contact information
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k•••••••@refinewealth.com
Phone
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Background
About Katie Roehm
At Refine Wealth Strategies, my meticulous attention to detail enhances our client experience, ensuring that every interaction is handled with precision and care. My role as a Client Service Associate is complemented by over 1.5 years of dedication as Alto 1 with the National Lutheran Choir, where I contribute to the ensemble's harmony and artistry through choral singing.
Decision-makers
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Tom Dunlap
Associate Wealth Management Advisor · Finance & Accounting
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Joseph Werner
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