Katie Reynosa, CCEP
Client Experience Director
Katie Reynosa brings over 15 years of professional client service experience to Pacific Capital’s clients. Having worked for two Fortune 500 companies, she understands how accountability and teamwork are required for a world class experience. She is a Certified Customer Experience Professional. Katie's passion lies in helping clients have that “wow” moment that they’re never expecting. Katie was raised in St. Louis, Missouri and now lives in Redlands, California. She and her husband have two daughters.
Education/Certifications:
● Bachelor’s Degree in Finance – California State University of San Bernardino
● Certified Customer Experience Professional
● CA Notary Public
● Series 66 Securities
Awards:
● “Elite Wealth Management Team” at Merrill Lynch