Katherine Marshall
Kansas, USAKatherine joined ExO Works to build and extend the exponential and transformative growth in the Americas, Australia and New Zealand. She is an experienced professional with more than 25 years in the financial services industry where she provided strategic consulting, business plan and sales strategy development, profitability analysis and back office tech solutions to SEC registered advisors for both Schwab Institutional and TD Ameritrade.
Katherine also held the role of Chief Investment Officer, Senior Vice President - Investments for National Advisors Trust Company where she was responsible for managing the secondary offering for this federally chartered trust company, communicating with legal counsel and reporting to federal regulators.
Katherine attended The University of Chicago Booth School of Business - Executive Education course on Mergers and Acquisitions and holds the Thunderbird Global Leadership Certificate. She holds a MBA/Master of International Management, International Management and Marketing, International Economy and Foreign Languages from Thunderbird School of Global Management where she participated in the InterAd program and helped develop the marketing plan to introduce Dr. Pepper into Costa Rica. Katherine holds a BA - Political Science and Economics and a minor in Foreign Languages from the University of Vermont, where she played Women’s Basketball.