Back and mid-office
Katariina is in charge of the “back and mid office” of WealthBridge Investment Counsel Inc. In this capacity she is directly responsible for the opening of client accounts, transferring of assets, dealing with the investment custodian, preparing and verifying portfolio statements and the handling of client administrative inquiries.
Katariina has extensive industry experience as a Portfolio Administrator at two other investment management firms prior to joining WealthBridge Investment Counsel Inc in 2019.
Katariina is a graduate of the University of Calgary with a Bachelor of Arts in Economics and a Bachelor of Science in Primatology. Following her graduation from the University of Calgary, she completed a Certificate of Achievement in Accounting through SAIT.
Katariina is an active volunteer for Calgary Reads during the annual Big Book Sale, and year-round for Pawsitive Match Rescue Foundation as a canine foster home and rehabilitator.
In her free time, you’ll find her at local dog parks with her dogs, or with a good cup of coffee enjoying a crossword puzzle or reading a new book.