Katherine Bennett
About Katherine Bennett
Katherine Bennett is a Relationship Manager at Apex Fintech Solutions and a Financial Advisor at Benchmark Income Group, both located in the Dallas-Fort Worth Metroplex. She has a diverse background in finance and law, with previous roles at Fisher Investments, PIMCO, and ALPS, among others.
Work at Apex Fintech Solutions
Katherine Bennett has served as a Relationship Manager at Apex Fintech Solutions since 2023. In this role, she has contributed to building the Advisory platform, utilizing the company's established support for broker-dealers. Her responsibilities include engaging with clients to discuss future developments and the solutions provided by Apex's Advisor Solutions team. Additionally, she focuses on streamlining business operations and enhancing client experiences.
Experience at Benchmark Income Group
Katherine Bennett has been working as a Financial Advisor at Benchmark Income Group since 2022. Her role involves providing financial guidance and advice to clients within the Dallas-Fort Worth Metroplex. This position builds on her extensive background in finance and investment management.
Previous Employment History
Prior to her current roles, Katherine Bennett worked at Fisher Investments as an Investment Counselor from 2021 to 2022. She also held positions at ALPS, A DST Company, where she served as an Internal Sales Representative from 2017 to 2020 and as a Senior Investment Company Act Paralegal from 2015 to 2017. Additionally, she worked as an Account Associate at PIMCO from 2020 to 2021 and as a Paralegal in Investment Management/E-Discovery Securities Litigation at Stradley Ronon from 2013 to 2015.
Education and Expertise
Katherine Bennett earned a Bachelor of Arts degree in Government and World Affairs from the University of Tampa, where she studied from 2009 to 2013. She also completed her high school education at Mercy High School, receiving her diploma in 2009. Her educational background supports her expertise in finance and investment management.