Commonwealth Financial Network
Katie Balian has extensive experience in operations and customer service, currently serving as a Senior Field Development Operations Associate at Commonwealth Financial Network since October 2015, with previous roles including Field Development Operations Associate and Senior Document Services Associate. Prior to Commonwealth Financial Network, Katie held the position of Director of Office Services and Recruitment at eMarketing Concepts and worked as an Assistant Manager at Kalologie Skincare, where responsibilities included managing client check-ins and social media. An internship at United Leather, Inc. provided experience in sales support and market analysis. Katie Balian graduated from Louisville High School in 2007 and furthered education at California State University, Northridge.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021