Katherine A. Dakota, CTOP, Vice President, Manager of Trust Operations
Katherine A. Dakota, CTOP
Vice President, Manager of Trust Operations
As the Manager of Trust Operations, Katherine provides leadership to the Operations Team to ensure timely and accurate reporting of all assets and activity in the accounts maintained by the Trust Department. Katherine has over a decade of experience in Trust Administration and Operations. She has worked both with clients directly, to help them with their Investment, Trust and Estate planning, as well as with the back office Team of the Operations area.
Born and raised in Cleveland Ohio, Katherine received her BBA in Finance from Kent State University. She followed that up with an MBA from the same institution. She began her career in banking and brokerage, and has earned a variety of Brokerage licenses and Trust certifications along the way, the most recent being the Certified Trust Operations Professional (CTOP).
Katherine has lived in a variety of locales and before moved to Wyoming. She is in love with the abundance of outdoor opportunities, and spends as much time outside as she can hiking, kayaking and biking.