Katie Bauman is a Senior Retirement Plan Consultant at Boulay, specializing in retirement plan services. With over seven years of experience, she focuses on providing timely support to help plan sponsors and participants. She is a graduate of Augustana University (SD) and has a strong background in customer service.
During her time at university, Katie was actively involved in a diverse range of activities, including community service with Habitat for Humanity, and musical pursuits with the Concert Band and Womens Choir. These experiences suggest a passion for both community engagement and the arts.
Katie has been promoted twice at Boulay, highlighting her rapid career progression and the value her firm places on her contributions.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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