Katelyn Cummings, CFP®
Client Relationship Manager
email@example.com | 503 731 7308 | LinkedIn
Katie joined Vision Capital in 2016 and is a part of the client team working with individuals and families providing investment management and financial planning advice. She is the lead relationship manager for our Vision Vaxa clients.
Katie has a natural passion for working hard and genuinely cares about helping each client feel like a million bucks. Her enthusiasm is addictive and our clients appreciate her sincere listening and commitment to solving any issue that may arise. It makes sense that she’s addicted to running and wants to enjoy a vegan meal on every continent sooner rather than later. She has the energy and determination to accomplish it all.
- Portland State University President’s List, 2015 to 2017
- The Honor Society of Phi Kappa Phi
- Member, Women’s Foundation of Oregon, 2017 to Present
- Associate of Science Oregon Transfer in Business magna cum laude, Portland Community College, 2015
- Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University, 2017