Katherine Dean is dedicated to working hand-in-hand with her clients. She fully respects their busy lives, and helps to simplify the financial complexities they face as women. With a laser focus on keeping her guidance clear and understandable, she supports her clients’ progress toward their goals and dreams. Katherine holds herself to the highest standards of accountability as she works to create an incredible experience for the clients she cares so much about.
Before joining the team at Opal, Katherine used her 20 years of financial industry experience to run her own women’s empowerment and coaching organization, Living Your Worth, Inc. Prior to that, she was a group director at Morgan Stanley, managing the operations team. Previously, she held positions at various firms as both a relationship manager and an operations and compliance manager.
Katherine earned both her MBA and BS degrees from Long Island University in Brookville, NY. She is a CERTIFIED FINANCIAL PLANNER™ professional. A proud mom, wife, and animal lover, Katherine is also a passionate advocate for women and girls. She serves as the Chair for Girls Inc. of Long Island and has been a Girl Scout Leader since 2011.
What inspired you to pursue your chosen career?
Wanting more women to have the opportunity to create financial independence for themselves through advocating that women earn equal pay, own the businesses they’ve always dreamed about, having more seats at the decision-making tables and knowing that money used as a tool can create more opportunities for the next generation of female leaders.
Are there any organizations, people, or resources that have been instrumental in helping you as a professional woman?
Multiple communities throughout my career have been instrumental in my growth as a business owner and as a professional woman including Girls Inc, ProVisors, GoPro and small female masterminds that have increased both visibility and community.
What hobbies or interests do you enjoy outside of work/career ambitions?
