Katie Bergstrom
About Katie Bergstrom
Katie Bergstrom is a Content Specialist at TD Ameritrade with extensive experience in client solutions and event management.
Content Specialist at TD Ameritrade
Katie Bergstrom has been working as a Content Specialist at TD Ameritrade in the Greater Salt Lake City Area since 2013. In this role, she focuses on developing robust processes and fostering strong partnerships across departments to enhance project workflows. She actively supports instructional designers and writers in the development of various educational content. Additionally, Katie stays informed about the latest trends in the financial market and adult education to ensure the relevance and effectiveness of the educational assets she helps to create.
Previous Experience in Member Services at Life Time Fitness
From 2010 to 2014, Katie Bergstrom worked in Member Services at Life Time Fitness. Her responsibilities included managing member relations and providing high-quality customer service to ensure a positive experience for gym members. This four-year tenure helped her to develop strong interpersonal and client management skills.
Client Solutions and Field Processor at TD Ameritrade
Before her current role, Katie served as a Client Solutions/Field Processor at TD Ameritrade in Draper, Utah, from 2006 to 2013. Over these seven years, she gained substantial experience in client handling and operational processes, which laid the groundwork for her current role in content specialization.
Event Operator and Accounts Manager at iLinc Communications
Katie's career in client-facing roles began with her position as an Event Operator/Accounts Manager at iLinc Communications from 2003 to 2006. During this three-year period, she managed various client accounts and handled event operations, further enhancing her skills in account management and customer service.
Educational Background and Certifications
Katie Bergstrom holds an Associates Degree in Fitness from Dixie State College, which she earned in 2003. She further enhanced her expertise by achieving a Personal Trainer Certification from the National Academy of Sports Medicine in 2010. This educational background has equipped her with a strong foundation in fitness and wellness, which complements her professional skills.