Katie B. in

Katie B.

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RVP, Midwest Wholesaling at Empathy
📍 Iowa City-Cedar Rapids Area, United States

Katie B. is a Regional Vice President at Empathy, specializing in enterprise relationship management and corporate partnerships. With a background in financial services at firms like Nationwide and Transamerica, she is an expert in client strategy and aligning services for enterprise accounts. She holds a Certified Retirement Counselor® (CRC®) designation.

Her personal posts reveal a deep sense of compassion, often connecting her professional work with the human experience of loss and family. She reflects on the importance of support during difficult times, stemming from early career experiences.

Unique fact: Alongside her corporate career, Katie has experience as a high school diving coach, where she structured training regimens and provided performance feedback to student-athletes.

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Experience
19 Years
Current Role
RVP, Midwest Wholesaling
Location
Iowa City-Cedar Rapids Area, United States
Personality Overview

How Katie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Katie cares about

Bereavement Support
Her current role at Empathy focuses on transforming how people navigate tough moments like bereavement and estate management through technology and compassion.
Insurance Partnerships
She is focused on building strategic collaborations, such as Empathy's recent partnership with Transamerica to provide legacy and loss support to their clients.
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Career

Work history

3-2026
RVP, Midwest Wholesaling
Empathy
3-2023 - 3-2026
Consultant, Regional Internal
Nationwide Financial
2-2017 - 3-2023
Retirement Plans Specialist
MissionSquare Retirement (formerly ICMA-RC)
8-2012 - 2-2015
High School Diving Coach
Linn Mar Community Schools
6-2009 - 2-2017
Internal Sales Specialist
Transamerica
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2005
Bachelor of Arts (B.A.)
University of Iowa
2001 - 2002
Biology
Northern Illinois University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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