Heather Katzenstein, MBA®


Wealth Advisor | Trust Services Director
San Francisco

Trust Trailblazer. Peloton Mom. Creative Problem Solver

Experience

Trust Services Director (Sep 2022 - Present)
Parallel Advisors, LLC
San Francisco, CA

Senior Vice President (Aug 2019 - Sep 2022)
Arden Trust Company
Los Angeles, CA


Education

Pepperdine University
CTFA, 2009 - 2011

Webster University
Master of Business Administration (MBA), Business Administration and Management, General, 2008 - 2010

heather.katzenstein@paralleladvisors.com

LinkedIn

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