Katelyn Wheeler, Capital Group Private Client Services

Katelyn Wheeler

Senior Trust Estate Fiduciary Strategist

🏢 Job Change

(2 months ago)

Capital Group Private Client Services

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type******* ***

Account Owner******* *******

Account Opps/Deals

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Closed Won • Feb 25

***K $

Closed

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Past Champion

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Katelyns’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Katelyns’ Past Experience

Capital Group Private Client Services
Senior Trust, Estate & Fiduciary Strategist
Mar 25 - Present
Leland Parachini Steinberg Matzger Melnick Llp
Partner
Dec 19- Mar 25

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