As the Senior Director of Renewals, Katerina brings over 12 years of experience working for WealthEngine, previously working with non-profit clients on the sales side to assist them in maximizing their WE solutions. In her current role, she is focused on the client-end of the business, leveraging her experience to support existing client’s experience.
Katerina is dedicated to the strong partnership between WealthEngine and our clients, and excited about the new advancements begin made in data-analytics. She looks forward to helping our clients make the most of their services as WealthEngine continues to grow. Katerina currently lives in Charleston, SC with her husband and 2 children, enjoying the warm weather and trying to find time to pick up her knitting.