Ccbco Katie Lee

Katie Lee has a diverse work experience spanning multiple industries. Katie started their career in 2003 at Preferred Credit, Inc. as a customer service representative and worked there until 2006. Katie then joined TCF Bank as a Loan Specialist in 2006, before moving to United Healthcare in 2007 where they worked as a Financial Underwriter until 2010. Katie then transitioned to Alliance Benefit Group North Central States, Inc. where they served as a Senior Account Manager from 2010 to 2015. Their most recent role was at AmeriNat, where they held various positions including Tax and Insurance Representative, Compliance Specialist, Compliance and Internal Audit Manager, and currently, Director of Client Services since October 2021.

Katie Lee, CCBCO, CBAP, pursued their education at St. Cloud State University - Herberger Business School from 2001 to 2005. During this period, they obtained a Bachelor's degree in Finance. Simultaneously, they also pursued a second Bachelor's degree in Finance and International Studies from the same university. In 2003 to 2004, Katie studied at Technische Hochschule Ingolstadt, where they focused on Business studies.