Onboarding Consultant-New Advisor Transitions
Catarina began her career in finance in 2014, when she joined a large team at Merrill Lynch as a Registered Client Associate. Prior to working at Merrill Lynch, she acted as an Alzheimer’s Unit Director at a Nursing home in Glenview. Catarina graduated from the University of Iowa in 2010, with her Bachelor’s Degree in English and Creative Writing. She joined IHT Wealth Management in October of 2016 as a Client Relationship Manager. She is responsible for transitioning new Advisors and their clients to IHT, while ensuring all concerns are addressed and questions are answered.