Author: Katie Kean is a Sr. Principal Consulting Manager for Advisors Plus, a Velera company. With three decades of experience in financial services, Katie enhances portfolio profitability and member experience through her extensive operational and industry experience and deep-dive market analysis. Before joining Advisors Plus, Katie served as part of the CFO team for PNC Bank. Katie holds a B.S. in Business Administration, an MBA and a graduate degree in Enterprise Systems from Central Michigan University and is completing her doctorate at the University of Michigan.