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Senior Client Service Manager
Katherine Simmons is a senior client service manager for CIBC Private Wealth in Atlanta with over 10 years of industry experience. In this role, she works closely with relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.
Prior to joining the firm in 2010, Katherine was a wealth management senior support associate with SG Financial Advisors, supporting client communications, client investment portfolios and firm-wide compliance regulations. Previously, she was an account manager and adjuster with Amica Mutual Insurance Company.
Katherine earned a Bachelor of Science with a concentration in finance from Auburn University in Alabama and holds the Certified Trust and Financial Advisor certification. In 2015, she was honored with a CIBC Unsung Heroes Achievers Award.
