Katie McLellan
Login to view DISC.A marketing leader with over 15 years of experience in the financial services industry, Katie is the Vice President of Marketing at ECHELON Partners. A University of Illinois graduate, she specializes in driving business growth and digital innovation. Colleagues describe her as strategic, energetic, proactive, and passionate.
Originally from the Chicago area, Katie now resides in San Diego County. As a working mother, she is a passionate advocate for true work-life integration and values a supportive firm culture that allows her to balance a collaborative office environment with her family life.
While at Charles Schwab, she led a high-net-worth program launch that successfully brought in hundreds of millions in new assets for the firm.
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