Client Services Team Manager
Client Services Associate
Team WEIL since 2014.
As Manager of the Client Services Team, Catalina directs the work of the team that executes on the sizable and complex administrative tasks associated with establishing and maintaining the client relationship. She works closely with the other team managers to ensure our services are integrated and thorough. Given her talent for efficiency, she is responsible for designing and managing critical projects that improve inter-departmental systems, as well as firm-wide initiatives that strengthen the content and delivery of our work product. The work she does is essential to the success of the client experience. It is also central to her team’s professional satisfaction and personal wellbeing.
Catalina joined Christopher Weil & Company, Inc. in 2014 after earning a Bachelor's Degree from Wellesley College in Women's and Gender Studies with a minor in Economics. In 2015, she earned her Series 65 designation and became a Registered Investment Advisor Representative. In her free time, she scours Southern California for its tastiest restaurants and nerds out at Comic Cons around the country.