Katie Phillips
Director of Strategic Relationships at Loomis, Sayles & Company | CFA, Series 7, Series 65
- Role
- Director, Strategic Relationships at Loomis, Sayles & Company
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Katie Phillips
15 years of investment industry experience bridging both the institutional and retail sides of asset management. I am a Director of Strategic Relationships at Loomis, Sayles & Company, a leading global asset manager with over $350 billion in assets under management. CFA charter holder, CFA Institute, holder of the Series 7 and Series 65. In my current role, I work with senior members of our team to develop and execute strategic plans, build and maintain long-term relationships with key clients and prospects, and enhance the firm\'s brand and reputation in the market. I collaborate with portfolio managers, analysts, and other teams internally to deliver customized solutions and insights to meet the diverse needs and objectives of our clients. I am passionate about delivering excellence and value to our clients, and leveraging my expertise and network to grow the business and achieve the firm\'s vision. I enjoy working in a dynamic and collaborative environment, where I can learn from and contribute to the success of my organization.
Experience
Director, Strategic Relationships
May 2019 — Present · Boston, MA, US
Education
Bentley University
BS, Economics & Finance
2006 — 2009
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