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Katrina Hartsel

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Katrina Hartsel

Account Specialist | Truepoint Wealth Counsel

Ohio, Cincinnati, United States

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Katrina Hartsel

Summary

Katrina Hartsel is a seasoned professional in employee experience and business operations, currently serving as the Chief Operating Officer at Truepoint Wealth Counsel. With a strong background in talent acquisition, organizational structure, and people development, she has dedicated her career to fostering a positive workplace culture that prioritizes employee engagement. Her leadership role also involves aligning business strategies to enhance client service and operational efficiency. Katrina's commitment to compliance and administration ensures that the organization maintains high standards of integrity and responsibility. She has a proven track record of success in various roles within Truepoint, demonstrating her adaptability and deep understanding of the wealth advisory industry. Her academic background in Liberal Studies complements her practical experience, providing a well-rounded perspective on business operations. Katrina believes that a strong organizational culture is the foundation of a successful business, which drives her passion for her work.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Katrina Hartsel

Work Experience

💼

Account Specialist at

UNIFI Companies

June 2005 - April 2007

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Manager, Business Operations & Marketing at

Truepoint Wealth Counsel

April 2007 - January 2010

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People Development Specialist & Shareholder at

Truepoint Wealth Counsel

January 2010 - January 2018

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Chief Operating Officer at

Truepoint Wealth Counsel

January 2024 - Present

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Director of Employee Experience & Shareholder at

Truepoint Wealth Counsel

January 2018 - December 2023

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Katrina Hartsel

Education

Seton High School

College of Mount St. Joseph, Bachelor of Arts, Liberal Studies

January 2003 - January 2005

Frequently Asked Questions about Katrina Hartsel

What is Katrina Hartsel email address?

Katrina Hartsel's primary email address is *********@truepointwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Katrina Hartsel work for?

Katrina Hartsel is a Account Specialist at Truepoint Wealth Counsel.

Where Katrina Hartsel graduated from?

Katrina Hartsel holds a degree in null from Seton High School.

How can I directly contact Katrina Hartsel?

To contact Katrina Hartsel directly, you can use the email address *********@truepointwealth.com. Complete contact information is available upon registration with Muraena.

Who is Katrina Hartsel?

Katrina Hartsel is a seasoned professional in employee experience and business operations, currently serving as the Chief Operating Officer at Truepoint Wealth Counsel. With a strong background in talent acquisition, organizational structure, and people development, she has dedicated her career to fostering a positive workplace culture that prioritizes employee engagement. Her leadership role also involves aligning business strategies to enhance client service and operational efficiency. Katrina's commitment to compliance and administration ensures that the organization maintains high standards of integrity and responsibility. She has a proven track record of success in various roles within Truepoint, demonstrating her adaptability and deep understanding of the wealth advisory industry. Her academic background in Liberal Studies complements her practical experience, providing a well-rounded perspective on business operations. Katrina believes that a strong organizational culture is the foundation of a successful business, which drives her passion for her work.

Katrina`s contact details

mail

*********@truepointwealth.com

***************@truepointinc.com

Colleagues

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Steve Condon

CEO & Shareholder

Michael J Chasnoff

Chairman and CEO

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Scott Barbee

Financial Planner, Wealth Manager & Family CFO

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