Katie Hergott
About Katie Hergott
Katie Hergott is a Banking Centre Leader at CIBC in Petrolia, Ontario, with extensive experience in financial advising and leadership roles.
Current Position at CIBC
Katie Hergott has been serving as a Banking Centre Leader at CIBC since 2017. Based in Petrolia, Ontario, Canada, she oversees the operations at this location, leading a team dedicated to comprehensive financial planning services. Her responsibilities include retirement planning, credit management, and investment strategy for clients, ensuring a wide-ranging and effective financial advising experience.
Previous Experience at CIBC
Prior to her current role, Katie Hergott worked as a Financial Advisor at CIBC from 2006 to 2017. During this 11-year tenure, she gained substantial expertise in financial advising, building a strong foundation for her subsequent leadership role. Her work involved direct client interaction, providing tailored financial advice and solutions.
Past Role at Reitmans
Before joining CIBC, Katie Hergott worked at Reitmans as an Assistant Manager from 2003 to 2006. This position allowed her to develop management skills and understand the intricacies of retail operations, which played a crucial role in her professional development and transition into the financial sector.
Educational Qualifications
Katie Hergott achieved her Bachelor of Business Administration (B.B.A.) from Baker College of Port Huron, where she studied business administration from 2005 to 2006. Additionally, she holds a Degree of Business Administration from Lambton College, where she studied Business, Management, Marketing, and Related Support Services from 2002 to 2005. Her educational background laid a strong foundation for her career in business and financial services.
Leadership and Team Management
In her role as Banking Centre Leader at CIBC, Katie Hergott leads a team specializing in holistic financial planning services. Her leadership emphasizes a thorough approach to retirement planning, credit management, and investment strategies. This role showcases her ability to manage and guide a team to effectively meet the financial needs of numerous clients.