Catalina Ulloa

Director of Client Services

Catalina began her financial services career as an intern at Merrill Lynch in 2015 and was later promoted to Client Associate where she focused on building client relationships and offering administrative support in all phases of client service as well as coordinating the daily business activities of the team. Catalina enjoys interacting with clients and is dedicated to promptly responding to their needs and requirements. Catalina is a graduate from Northeastern Illinois University with a degree in History. She is a Chicago native and enjoys rooting for local sports teams, especially the White Sox.

Phone 312.429.6102