Bio

Katie joined LoHi Merchant Bank as a Managing Director in January, 2017 to manage the LoHi Securities Platform and the relationship with the firm’s registered representatives. Prior to joining LoHi, Katie worked within the SaaS start-up industry, most recently as the Inbound Sales Manager at Zen Planner, a fitness CRM in Highlands Ranch, CO. Before moving to Colorado, she lived in New York City where she began her career in sales and customer service, while also working in the health and wellness industry. Katie holds a BA from New York University.