Kathleen joined RBC Wealth Management in April 2012, after spending numerous years within the banking and educational sectors. Kathleen received her BA from California Coast University in 2003. In 2013, she received the RBC Award of Excellence where she was recognized for her exceptional performance. In addition, Kathleen also received an award in 2014 for promoting Culture throughout the RBC San Francisco Complex. She successfully completed the Series 7 licensing exam in May 2016.
Kathleen is actively involved in non-profit/service organizations within the community. Under her leadership, Kathleen helped fundraise over $1 million for the American Cancer Society, three consecutive years. She believes in giving back to one's community and has passed this philosophy onto her two daughters, Alexandra & Olivia. In addition to family time, Kathleen enjoys photography, golfing, and playing with her 2 border collies.