About Katie
Katie's Experience
The Good Stuff
Time Keeper I Self-believer I Philomath I Optimist I Catalyst
Assertive Protagonist l ENFJ-A
Katie Reed is outgoing, fiercely loyal and always strives to continue to grow both personally and professionally. She has a desire to learn and to help others in any way she can. Katie is a natural born leader, full of passion and charisma. She is unafraid to stand up and speak when something needs to be said. Katie is reliable, optimistic and unmistakably caring.
GET IN CONTACT:
P. 216-236-0502
E. [email protected]
Bringing nearly 25 years of experience in the financial services sector, Kaite holds a crucial role at Enza Financial, overseeing the firm’s RIA compliance program. Her responsibilities entail drafting internal policies and procedures and ensuring adherence to relevant laws, regulations, and internal policies. Kaite proactively manages risks striving for the highest standards of compliance and operational excellence.
College: The Ohio State University
Degree: Bachelor of Arts and Science
Major: Criminology and Sociology
Organizations:
- The Ohio State University Alumni Association
Certifications and Licenses:
- Financial Industry Regulatory Authority (FINRA) Securities Registrations:
Spending time with her husband and three children is what she loves most. Also an avid sports fan, rooting on her favorite team (THE OHIO STATE UNIVERSITY AND THE CLEVELAND BROWNS). It’s a pastime HER WHOLE family ENJOYS. Friends are like family and can always be found sharing meals and outings. Her passion for life and fun reflect in her smile and overall attitude.
