Kate Mcgovern
About Kate Mcgovern
Kate McGovern is a Senior Trust Account Manager at SEI in Oaks, Pennsylvania, with over 20 years of experience in the financial services industry, specializing in estate planning and trust management.
Company
Kate McGovern is currently employed at SEI, serving as a Senior Trust Account Manager in Oaks, Pennsylvania, United States. She has been with SEI for over five years, where she focuses on trust account management.
Title
Kate McGovern holds the title of Senior Trust Account Manager. In this role, she specializes in managing trust accounts and plays a key role in estate planning.
Education and Expertise
Kate McGovern studied at Upper Darby Senior High School from 1987 to 1991. She earned a Bachelor's degree in Business Finance from the University of Phoenix and also studied Real Estate. With over 20 years of experience in the financial services industry, she has developed a strong expertise in estate planning and trust management. Her career demonstrates versatility, transitioning from real estate to financial services.
Professional Background
Kate McGovern has over 20 years of experience in the financial services industry. Before joining SEI, she worked at Wilmington Trust as a Private Client Fiduciary Advisor and Assistant Vice President for 17 years, from 2001 to 2018. Her career also includes roles such as Sales and Financing Consultant at Pacifico Lincoln Mercury, Real Estate Agent at Home Buyers Counsel, and Sales and Quality Associate at RMH Teleservices. She began her career as a Customer Service and Sales Associate at American Teleresponse from 1989 to 1991, indicating a strong foundation in sales and customer service.
Career Transition and Versatility
Kate McGovern’s career showcases a remarkable transition from real estate to financial services. She worked as a Sales and Financing Consultant and Real Estate Agent before moving into the financial sector. Her current role as a Senior Trust Account Manager at SEI leverages her diverse background, allowing her to offer well-rounded expertise in estate planning and trust management.