With integrity, reliability, and tenacity Katisha G. Wilkerson has provided service and support to the clients and Financial Advisors of many major financial institutions. Her background includes investments, research, retail banking center supervision, and institutional fixed income sales. Such a diverse background lends itself to a thorough knowledge of the methods necessary to maximize client satisfaction, which she exhibits in her daily interactions.
Throughout her career Katisha has been involved in the mergers and acquisitions of multiple firms. During these transitions, she displayed initiative and resourcefulness to aid in a more smooth conversion. She has also proven to be a reliable source of knowledge for teammates and a patient mentor for new hires. A natural leader, Katisha takes note of complex situations and never hesitates to propose resolutions that bridge the gap between all parties.
As an active member of her community, Ms. Wilkerson provides financial literacy education and has volunteered in programs providing complimentary tax preparation for low-income families. Additionally, she provides hands on coaching to individuals seeking to live financially healthy lifestyles.