Katie Tabak
Account Manager & Sales Associate
Meet Katie Tabak, an Account Manager and Sales Associate with a strong foundation in investor relations, client communication, and relationship management. Known for her attention to detail and strong interpersonal skills, she ensures that both client and investor interactions are handled with care and intention.
Katie graduated from the University of Georgia’s Terry College of Business with a Bachelor of Business Administration in Finance. Her academic background, combined with her experience in investor relations and sales, has provided her with a strong understanding of financial analysis, strategic decision-making, and investor engagement. In her role, Katie manages client relationships while supporting the sales process, prioritizing clear communication, strong investor relationships, and high-quality appointment setting. She is focused on creating trust from the first interaction and delivering value to both clients and investors throughout the process.
