Katie Fenner, Cfa
About Katie Fenner, Cfa
Katie Fenner, CFA, is a Customer Success Manager at Vanilla and an Investor at FinQuery. She has a diverse background in finance, private equity, and product management, with experience at companies such as Goldman Sachs and VMware.
Title and Current Positions
Katie Fenner holds the title of Customer Success Manager at Vanilla, where she began her tenure in 2024. Additionally, she serves as an Investor at FinQuery (formerly known as LeaseQuery) starting in 2024. She is also a Founding Member at Founders Bay since 2023, marking her involvement in multiple key roles within different organizations.
Career at Lavelle Capital
Katie Fenner previously worked at Lavelle Capital as Vice President from 2022 to 2024. In this role, she was involved in managing investment strategies and client relationships, leveraging her extensive experience in financial investment and equity markets during her two-year tenure.
Positions in 2021
In 2021, Katie Fenner held multiple positions across different firms. She was an Associate at Origin Ventures for 2 months, a Corporate Strategy & Venture MBA Intern at VMware for 3 months, and served as a Private Equity Investor at both Periscope Equity and Protective Technologies Capital LLC, each for a duration of 3 months. These roles highlight her versatility and breadth of experience in various strategic and investment functions.
Tenure at Goldman Sachs
Katie Fenner has extensive experience at Goldman Sachs, working in several roles over the years. She started as a Summer Analyst in the Investment Management Division in 2013, then progressed to Financial Analyst from 2014 to 2017. She was later promoted to Associate, Financial Investment Professional, from 2018 to 2019, and eventually became Vice President, Financial Investment Professional, from 2019 to 2020. Her tenure at Goldman Sachs showcases her growth and expertise in financial analysis and investment management.
Educational Background
Katie Fenner's educational journey includes studying at The University of Chicago Booth School of Business with concentrations in Strategy and Entrepreneurship. She also attended The Wharton School, earning a Bachelor of Science (BS) with a concentration in Finance, and the University of Pennsylvania, where she earned a Bachelor of Arts (BA) with a concentration in Health Care Markets & Finance. Her academic background is robust, with comprehensive studies in both business and finance.