Katie Green

Lead Consultant

 

Katie Green joined Clearview Advisory in 2018 as a lead consultant and qualified retirement plan specialist. Her career mission is to help companies provide retirement plans that are customized to meet their specific needs and ensure their employees are ready for retirement.

 

Prior to Clearview, Katie served in a business development and consultant role at Qualified Plans, LLC., a plan administration firm focusing on customer service. She also worked at John Hancock Retirement Plan Services. With her administration and record keeping background, Katie’s solutions center around plan design, plan administration procedures, and fees and services benchmarking, as well as fiduciary and regulatory compliance.

 

Katie received her Bachelor of Science Degree in Education from University of Georgia.