Katrina N. Lang
Client Service AssociateKatrina is a Client Service Associate in Cary Street Partners’ Morristown office where she supports Financial Advisors and their clients. She is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance.
Experience:
- Mariner Wealth Advisors, Operations Associate
- U.S. Army Reserves, Intelligence Analyst
- Ameriprise Financial, Intern
Education:
- William Paterson University, BS, Financial Planning