Katie Seeman
About Katie Seeman
Katie Seeman serves as Vice President at Dynasty Financial Partners, a position she has held since 2020. She has a background in finance and wealth management, with previous roles at AB Bernstein and Dynasty Financial Partners.
Work at Dynasty Financial Partners
Katie Seeman has been serving as Vice President at Dynasty Financial Partners since 2020. In this role, she has been involved in various initiatives that support the firm's objectives in the Greater New York City Area. Prior to her current position, she worked as Assistant Vice President at Dynasty from 2018 to 2020, contributing to the firm's growth and client services.
Education and Expertise
Katie Seeman studied Finance and International Business at Muhlenberg College from 2011 to 2015. She completed her high school education at John P. Stevens High School from 2007 to 2011. Her academic background provides her with a strong foundation in financial principles and international market dynamics.
Previous Work Experience
Before joining Dynasty Financial Partners, Katie Seeman held several positions in the financial industry. She worked as a Senior Private Wealth Management Associate at AB Bernstein from 2015 to 2018. Earlier, she gained experience as an Associate at Ariel Wealth Advisors, LLC for three months in 2014, and as a Production Intern at Brookfield Properties for four months in 2013. Additionally, she worked as a Sales Associate at Club Monaco from 2012 to 2013.
Career Progression
Katie Seeman's career progression reflects her commitment to the financial services sector. Starting as a Sales Associate at Club Monaco, she transitioned into finance roles, gaining experience at Ariel Wealth Advisors and Brookfield Properties. Her tenure at AB Bernstein as a Senior Private Wealth Management Associate further solidified her expertise before moving to Dynasty Financial Partners.