Katelynn Bresler

Client Service Specialist

Katelynn Bresler

Katelynn Bresler serves as a Client Service Specialist at Socius. In her role, she interacts with many of the firm’s clients and addresses their day-to-day needs. Katelynn is responsible for many of the back-office functions central to the firm’s operations, including bill payments, processing money movements, opening and maintaining accounts and responding to client inquiries. Prior to joining Socius Family Office, Katelynn began her career at Enterprise Holding.

Katelynn earned her Bachelor of Arts in Business Administration from Rhodes College and holds her Series 65 license.