Katie Warren

Director, Accounting & Finance

Biography

Katie leads Willow Street’s Accounting Team and is responsible for bookkeeping and financial reporting for client families, focusing on cash management, bill pay, and account reconciliations. She collaborates with Relationship Managers to ensure our clients’ trust activity, no matter how unique or complex, is captured promptly and accurately. Katie is also a member of Willow Street’s internal financial operations team.

Katie brings an extensive background in hospitality, property management, and real estate to Willow Street. Most recently, she managed accounting and bookkeeping at Outpost, Inc., a Jackson Hole property management company. She also holds real estate licenses in both Wyoming and Idaho.

Katie earned her BA in Spanish and BS in Economics from Sewanee: The University of the South in Tennessee. She had the opportunity to blend these concentrations for a semester when she studied global trade organizations and Spanish literature in Buenos Aires, Argentina. In the same year, she traveled to China and India and gained insight into these countries’ cultures, economic policies, and growth.

Born and raised in Atlanta, Katie has lived in the Jackson Hole valley since 2013. She spends her time long-distance trail running, mountain biking, and backcountry skiing with her husband and their two dogs. When she is not outdoors, Katie can be found at her sewing machine making clothes.

Contact Information

Education

BA, Sewanee: The University of the South
BS, Sewanee: The University of the South
MPAC, Colorado State University Global

Designations

CPA

Languages

Spanish

Our People

Filters

Russell Aaron

Associate Director, Information Technology

Lyndsey Anderson

Associate, Client Operations

Betty Andrikopoulos

Executive Managing Director

Zachary Antonas

Associate Director, Financial & Internal Control

Matt Bahr

Director, Client Services

Mitchell Bardet

Relationship Manager

Jakob Beach

Associate, Information Technology

Willy Bemiss

Relationship Manager

Kelsey Brehm

Accounting Manager

John Buoymaster

Board Director

Alex Burtnett

Manager, Client Integration

Nate Bybee

Managing Director, Financial & Internal Control

Betsy Cabradilla

Managing Director, Client Integration

Christine Cameron

Relationship Manager

Sue Combs

Deputy General Counsel

Loomy Danso

Chief Compliance Officer, Willow Street Trust Company

Maggie Davis

Manager, Client Operations

Wesley Earp

Associate Director, Client Services

Rob Fiamengo

Relationship Manager

Caedran Flynn

Associate Director, Client Strategy

John Morgan Gates

Accounting Manager

Anthony Gulla

Accounting Manager

Kathryn Hall

Board Director

Melanie Hall

Associate Director, Client Services

Phillip Harrington, Jr.

Chairman & CEO

George Hein

Director, Client Services

Gracie Helms

Relationship Manager

Autumn Henderson

Associate, Financial & Internal Control

Morgan Hill

Associate Director, Client Services

Michael Hodges

Director, Client Services

Barbara Hoeft

Independent Director

Payson Houfek

Director, Client Services

Layne Hutcheson

Associate Director, Client Services

Lisa Jennings

Office Manager

Luette Keegan

Vice President, Operations

Jack Kennedy

Accounting Manager

Charles Kurz

Board Director, Nevada Interim President

Gina Kyle

Associate Director, Client Services

Joseph Lachance

Associate, Client Services

Kelly Maregni

Independent Director

Graham Mauck

Associate, Client Operations

Stewart McIver

Managing Director, Finance & Operations

Martin Menton

Director, Client Services

Ryan Mills

Director, Client Services

Amanda Mohnk

Managing Director, Client Services & Operations

Kea Molnar

Managing Director, Growth & Business Strategy

Claire O'Connell

Associate Director, Client Strategy

Tricia Overdyke

Executive Managing Director & COO

Janet Palermo

Accounting Manager

Zach Pearson

Relationship Manager

Marie Pitts

Manager, Client Strategy

Rebecca Renzas

Board Director

Quinn Rooker

Relationship Manager

Erin Rosenberg

Relationship Manager

Laurent Roux

Independent Director

Audra Schultheis

Associate Director, Client Integration
Megan Smith

Megan Smith

Relationship Manager

Anwen Starich

Associate, Client Operations

Shannon Stec

Associate Director, Client Services

Abby Steinmann

Relationship Manager

Kelsey Tobin

Associate, Client Integration

Elizabeth Tucker

Manager, Human Resources & Internal Operations

Becky VanDuyne

Accounting Manager

Rachel VanDuyne

Business Intelligence Analyst
Abegail Vetter

Abegail Vetter

Associate, Client Integration

Melissa Wall

Director, Client Operations

Katie Warren

Director, Accounting & Finance

Emmy Watsabaugh

Manager, Client Strategy

Scott Weaver

General Counsel & Chief Fiduciary Officer