Taking a consultative and advisory approach to client needs, including cash flow optimization and security.
As Vice President, Treasury Management, Kari works with clients and prospects to help drive efficiencies and develop strategies to optimize a company’s working capital through automated solutions for accounts receivables and payables processes. Kari is solution-oriented with an inherent focus on efficiency and fraud protection. She educates clients on cybersecurity and ways to protect their accounts from fraud. Serving as a consultative and trusted partner, Kari enjoys creating custom solutions that complement, augment or replace existing processes and procedures while maximizing company resources
Experience
- Began career in commercial banking and treasury management in 2010
- Strong background in fraud prevention and cybersecurity
- Bachelor’s degree in Business Administration in Finance from the University of Wisconsin - Milwaukee
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
|---|
Ask Me About
- Accelerate your company's payment collection process
- Foreign Exchange
- Interest Rate Derivatives
- International Banking
- Managing your company's cash flow
Community Involvement
- Pewaukee Youth Girls Soccer Coach