Senior Relationship Consultant
Kailee Kramer manages client relationships in conjunction with other members of Callan Family Office’s client relationship team. In this role, she coordinates and oversees the administration of accounts to ensure timely and accurate implementation of clients’ needs, such as opening accounts, managing the onboarding process, and maintaining client files in concert with company processes and procedures.
Prior to joining Callan Family Office, Kailee was a senior client service consultant for Abbot Downing, Wells Fargo’s ultra-high-net-worth business unit, where she was responsible for providing client service in the areas of account management, operations, documentation, issue resolution, and technical support.
Kailee is a graduate of Bloomsburg University of Pennsylvania, with a bachelor’s degree in finance.
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