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Head of Family Dynamics,
Wells Fargo Private Bank
Katherine Dean is the Head of Family Dynamics for Wells Fargo Private Bank. Dean leads the ongoing evolution of the Family Dynamics program curriculum as well as the management of the Family Dynamics team that is distributed across the country. Previously, Dean served as the Managing Director for Wealth Planning for Wells Fargo Wealth Management for almost 13 years. She also worked in Wells Fargo's Abbott Downing group, as well as Merrill Lynch's Family Office and Private Planning groups. She has also served as a Tax Manager for an exclusive Menlo Park CPA firm. Dean is a Certified Financial Planner™ and received her Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business. Dean earned a bachelor of science in business administration in finance from Valparaiso University and a master's degree in taxation from Golden Gate University.
Communication is the key, but you have to be careful how you go about it. You need to prepare your family first, and it helps to set some ground rules.
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