Katrina Tomeldan
About Katrina Tomeldan
Katrina Tomeldan is a Client Service professional specializing in equities at Dodge & Cox, with over 25 years of experience in the financial services industry.
Current Role at Dodge & Cox
Katrina Tomeldan currently holds the position of Client Service - Equities at Dodge & Cox. In her role, she specializes in client service within the equities sector. Her responsibilities include managing and providing exceptional service to clients, ensuring their needs and expectations are met and exceeded. Her role leverages her extensive experience in the financial services industry to support Dodge & Cox's clients effectively.
Previous Role at BlackRock
Prior to her current position, Katrina Tomeldan spent over two decades at BlackRock. From 1999 to 2020, she served as Director, Head of US and Canada Client Experience Management. During her tenure, she was instrumental in leading client experience management initiatives, ensuring high standards of service across both regions. Her leadership contributed significantly to BlackRock's reputation in client relations and service excellence.
Education and Background
Katrina Tomeldan pursued her higher education at the University of Arizona, where she studied Communications and earned a Bachelor of Arts (BA) degree. She attended the university from 1993 to 1998. Her educational background in communications has equipped her with the skills necessary for effective client interaction and service management in her professional roles.
Financial Services Industry Experience
With over 25 years of experience in the financial services industry, Katrina Tomeldan has developed a robust expertise in several areas. Her specialization includes investment management, hedge funds, securities, asset management, and ETFs. Her comprehensive knowledge and experience have made her a valuable asset in roles demanding high client service standards and intricate financial product knowledge.
Client Experience Management Expertise
Katrina Tomeldan is notably experienced in managing client experiences, specializing in the US and Canada markets. Her work has primarily involved ensuring that clients receive high-quality service and that their needs are effectively met. Her background in this area, particularly her 21-year tenure at BlackRock, highlights her capabilities in leading client experience initiatives and fostering strong client relationships.