As the operations manager at Williams Financial, Katya Outwater devotes herself to supporting clients throughout all phases of the customer lifecycle. From preparing applications and contracts during onboarding to managing client requests on a day-to-day basis, Katya executes or oversees every point of client service. In addition, Katya serves as the primary liaison for both the firm’s custodian, Charles Schwab, and the firm’s cybersecurity/IT support team.
Before joining the Williams Financial team in 2018, Katya earned a bachelor’s degree in education from Elmira College and a master’s degree in sports management from SUNY Fredonia. She then went on to work as the executive assistant at a real estate agency and a design/sales consultant for an interior design firm. The attention to detail that was fostered in these roles serves Katya well at Williams Financial, where she additionally assists JJ in managing the firm’s compliance calendar and responsibilities.
One of Katya’s strengths is her passion and commitment to helping people. She’s a relationship builder, first and foremost, and enjoys getting to know clients so she can discover more effective ways to provide them with value.
Katya is an avid reader, and when she’s not nose-deep in a book, she’s working on a craft project, checking out a live music show, or spending time with her husband, her two nieces, and her energetic and adorable German Shorthaired Pointer, Fanny.