Meet Our Team
Katie Kean is Director of Credit Consulting for Advisors Plus. Katie provides credit unions with the critical business intelligence needed to drive portfolio optimization and growth based on insights gained through competitive analysis, industry and peer benchmarking, product set assessments and projecting the impact of new technology.
As an accomplished leader with over two decades of experience in financial services, Katie excels at enhancing portfolio profitability and member experience through technological innovation, strategic thinking and deep-dive market analysis.
Before joining Advisors Plus, Katie served as VP of Strategic Services and VP of Finance for PNC Bank where she conceptualized strategy and created comprehensive solutions to jumpstart portfolio profitability and growth.
Katie holds a B.S. in Business Administration with a concentration in Finance and Law, as well as an MBA and graduate degree in Enterprise Systems from Central Michigan University. She has been an adjunct professor of Finance & Law at Western Michigan University.