Performers

Katie Kean is a senior principal consulting manager of Strategic Consulting for Advisors Plus. Katie provides financial institutions with the critical business intelligence needed to drive portfolio optimization and growth based on insights gained through competitive analysis, industry and peer benchmarking, product set assessments, and projecting the impact of new technology.​ ​ Background:​ As an accomplished leader with over three decades of experience in financial services, Katie excels at enhancing portfolio performance and member experience through technological innovation, data analytics, strategic thinking, and deep-dive market analysis.