Client Service Administrator
Katie O’Neill is a Client Services Administrator for Kathleen Adams, CFP® CPWA®, with Signature Estate & Investment Advisors, LLC’s Redondo Beach office.
Katie joined the Kathleen Adams team in the summer of 2009 and her focus is primarily on business development; including client communications, marketing, and managing client events. Katie also takes a lead role in the collection and input of financial planning data.
Katie graduated from the University of California, Santa Barbara with B.A. degrees in Business Economics and Psychology. With over ten years of experience in marketing, specializing in the non-profit sector, Katie has spearheaded the financial literacy philanthropic partnerships for the Adams’ team.
Katie resides in Redondo Beach with her husband Dennis and their son.