OPERATIONS ANALYST

Kate is an Operations Analyst with Mosaic with a broad scope of duties. They include communicating with clients and their professional advisory team, updating client balance sheets, entity maps, and organizational charts, as well as maintaining all previously established planning. Originally from Fort Worth, Kate moved to Houston to attend The University of Houston and quickly made the city her new home. She graduated in May of 2021 with a B.A. in Finance and a minor in Management. In addition, she participated in the Personal Financial Planning track at the University of Houston, which allowed her to complete the course work required to sit for the Certified Financial Planner exam. Kate joined Mosaic in June of 2020 as an intern and began her full-time role post-graduation in May 2021.

Outside of work, Kate enjoys playing with her dog at the park, exploring Houston’s restaurant scene, and crocheting blankets!