Professional Overview
Katie Megan is the Head of Wealth, Sales at Powerlytics, a leading provider of financial data and analytics solutions. With over 15 years of experience in the financial services industry, she is a seasoned sales executive with a proven track record of driving growth and delivering exceptional results for her clients.
Experience Summary
Current Role
As the Head of Wealth, Sales at Powerlytics, Katie is responsible for leading the company's sales efforts targeting the wealth management and financial advisory sectors. In this role, she oversees a team of dedicated sales professionals, develops strategic sales plans, and works closely with clients to understand their unique needs and provide tailored solutions. Under her leadership, the wealth sales division has consistently exceeded revenue targets and maintained strong client relationships.
Career Progression
Prior to joining Powerlytics, Katie held several senior sales positions, including VP of Sales at Skience, Regional Sales Director at Duco, and National Account Director at Fi360 (now Broadridge). Throughout her career, she has demonstrated the ability to drive business growth, build high-performing teams, and foster long-term client partnerships. Katie's extensive experience in the financial technology and wealth management sectors has enabled her to develop a deep understanding of the industry's dynamics and the evolving needs of her clients.
Academic Background
Katie holds a Bachelor's degree in Finance from the University of Illinois at Urbana-Champaign, where she graduated with honors.
Areas of Expertise
- Sales strategy and execution
- Client relationship management
- Financial technology solutions
- Wealth management and advisory services
- Team leadership and development
- Data analytics and business intelligence
Professional Impact
During her tenure at Powerlytics, Katie has played a pivotal role in the company's expansion into the wealth management market. She has successfully led the implementation of several large-scale client engagements, utilizing Powerlytics' financial data and analytics solutions to help wealth managers and financial advisors enhance their investment decisions and client service offerings. Under her leadership, the wealth sales division has consistently exceeded revenue targets and established Powerlytics as a trusted partner in the industry.
Conclusion
With her extensive industry experience, proven sales acumen, and deep understanding of the wealth management sector, Katie Megan is well-positioned to continue driving growth and innovation at Powerlytics. Her commitment to client success and her ability to build high-performing teams make her a valuable asset to the company and its clients.
