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
