We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
OPERATIONS TEAM MEMBER
Catherine Varakian is the Assistant Treasurer at Round Table Wealth Management. She manages the Accounting and Financial Reporting needs of the firm and is responsible for Human Resources and 401k administration.
Catherine is a graduate of Fairleigh Dickinson University with a B.S. degree in Economics and Finance and is a member of the Association for Financial Professionals. She began her career in New York at a leading private investment bank where she serviced the accounts of large institutional investors. In her next role at a global financial services firm, she earned the Certified Cash Manager (CCM) designation and was responsible for the day to day operation of the treasury department. Immediately prior to joining Round Table, Catherine was providing accounting services to her own client base of small businesses and individuals.
Her time outside of the office is spent in support of the local school district and youth athletic leagues.