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Katie Carlson

Katie Carlson

Client Operations Specialist

Katie joined Clark Street in 2021 as a Client Operations Associate.  

After receiving her Bachelor of Science in Communications from the University of Illinois, Urbana-Champaign in 2005, she began her career in the financial services industry with Smith Barney in Chicago, IL.  Since then, Katie has worked for some of the industry’s leading firms and has honed her skillset of providing excellent client service, while making sure the client always feels comfortable and well-supported.  

Katie moved to Arizona in 2016 and has been enjoying the warm, sunny climate ever since.