Our Team

Kathleen Dean

Investment Assistant

Kathleen Dean

As an Investment Assistant at MGO, Kathleen, who goes by Katie, works with our financial advisors to get new personal wealth clients’ accounts established while also to service the ongoing needs of our existing clients.

Education

  • A.S., Accounting, Kent State University
  • B.S., Integrative Studies, Kent State University

Designations/Licenses

  • FINRA Series 6