Client Service Specialist
Katelyn Marien joins Connecticut Wealth Management (CTWM) as a Client Service Specialist, bringing with her experience in the financial services industry as well as leadership experience.
Most recently, Katelyn worked as a Relationship Banker at M&T Bank, where she ensured that all client financial needs were met in a timely and thorough manner. During a recent merger, Katelyn served as the team’s conversion captain, where she traveled to an existing M&T branch and trained for a week before bringing back new knowledge to implement with her team.
Katelyn views every client interaction as an opportunity to form lasting relationships where the client always feels that she can be a resource should they ever need anything.
Education & Certifications
Katelyn graduated from Central Connecticut State University in 2017 with a degree in Psychological Sciences and a minor in Biology.
Affiliations & Community Involvement
Katelyn currently lives in East Hampton, CT, with her husband, Nick, and their two cats, Maya and Ellie. They love to travel together to new places, and in their free time can usually be found at a bowling alley or hosting a party with their family and friends where they are playing board games and eating pizza.