Katie Stephenson

Katie Stephenson is a seasoned professional with a strong background in banking and client operations, currently serving as a Banking and Client Operations Quality Assurance Analyst and previously as a Financial Crime Prevention Analyst at Capital International Group since January 2020. Prior experience includes roles as a KYC Analyst at Barclays Wealth Management from October 2018 to December 2019, and an eGaming Administrator at SMP eGaming from January 2018 to October 2018. Katie began a significant tenure at Utmost Wealth Solutions in December 2009, where multiple roles in Customer Services and Investment teams culminated in the position of Claims Supervisor, contributing to New Business, Claims, Invest Control/Investigations, and the EMC team.