Katherine Coolures

Account Manager

Katherine has spent her entire career in the financial services industry and has over 23 years’ experience working with personal and corporate retirement plans including plan administration, compliance and financial analysis.

Katherine is responsible for managing and coordinating client deliverables as well as oversight and standards management of assigned relationships in accordance with Firm process, philosophy and standards. She also performs client or issue specific analysis and research in support of the Firm’s advisors and facilitates operational management of the client relationships.

Prior to joining Pacific Portfolio in January 2016, Katherine was a Relationship Manager at Wells Fargo, where she was responsible for managing complex institutional and custody relationships involving operational oversight of product delivery, cash flows, recordkeeping data , financial analysis, transitions, audits and technology.