Client Service Analyst
Katie Frechette is a Client Service Analyst at Lake Street Advisors, serving as primary point of contact with custodian banks on behalf of the firm’s clients. She handles a variety of client service activities, including asset movement, client reporting, and process documentation.
Prior to joining Lake Street in 2019, Katie was a Client Service Representative at New England Investment and Retirement Group. Previously, she worked at Panorama Wealth Strategies as a Client Relationship Manager and at Citizens Bank as a Licensed Banker.
Originally from Clifton Springs, NY, Katie spent eight years in Orlando, FL, before moving to New Hampshire in 2011. She currently lives in Raymond, NH, with her husband, Jason, and son, Jackson. She enjoys spending time with her family, hiking, going to the beach, and enjoying the beautiful Seacoast Region of New Hampshire.