Kaitlen Shearer is an experienced financial services professional currently serving as the Account Operations Team Lead at AssetMark since August 2022, having previously held a similar role there from September 2015 to November 2021. Prior to this, Kaitlen was the CEO Creator and Curator of Noncents from August 2021 to June 2023 and worked as a Licensed Financial Consultant at Arizona State Credit Union from September 2014 to September 2015. Kaitlen also has a background in personal banking, having worked at BMO Harris Bank and Wells Fargo. With a collaborative and consultative approach, Kaitlen engages clients in asset growth and serves as a trusted financial resource.
Links
Sign up to view 4 direct reports
Get started