Katie Cullen, CFP® in

Katie Cullen, CFP®

Inquirer · DISC type cd
Head of BlackRock Business Consulting at BlackRock
📍 Minneapolis, Minnesota, United States

Katie Cullen is the Head of Business Consulting at BlackRock, where she and her team guide wealth advisory firms on growth strategies, particularly for High-Net-Worth clients. A Certified Financial Planner and Gallup Certified Coach, she is described by peers as collaborative, organized, and focused. She holds a Bachelor of Arts from the University of Minnesota.

Outside of work, Katie is a U. S. Army Reserves veteran, mother of three, and an avid endurance athlete, having competed in marathons and Ironman competitions. She lives with her family in Minneapolis and supports organizations that help veterans transition to civilian careers. She is also SCUBA certified.

Unique fact: She became a U. S. Army paratrooper to earn credibility and show the troops she was willing to take risks, just as she would ask of them.

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Experience
33 Years
Current Role
Head of BlackRock Business Consulting
Job Level
Mid-senior
Location
Minneapolis, Minnesota, United States
Personality Overview

How Katie shows up

Judgemental
Hard To Convince
Upfront

They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Priorities

Topics Katie cares about

HNW Client Strategy
Her team's primary focus at BlackRock is consulting with advisors on how to better attract and serve High-Net-Worth individuals and families.
Advisor Business Growth
She frequently speaks and writes about industry trends and actionable insights to help financial advisors accelerate their firm's growth and efficiency.
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Career

Work history

4-2022
Head of BlackRock Business Consulting
BlackRock
1-2021 - 11-2021
Chief Strategy and Innovation Officer
Wipfli Financial A
10-2016 - 5-2020
Executive Officer | Global Collaboration | Fiduciary Experience
Global Association of Independent Advisors (GAIA)
10-2013 - 1-2021
Executive Director | Growth | Learning & Education | Transparency Mergers & Acquisitions
Alliance for RIAs
9-2011 - 1-2021
CEO | Strategic Development | Executive Facilitation and Leadership | Institutional Relationships
Zero Alpha Group, LLC
In the press

Media appearances

Katie Cullen, CFP - BlackRock. Featured in BlackRock (Official Website)
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Education
Bachelor of Arts
University of Minnesota
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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