Kate – Bio

Katie-Lee A. Kallin

Client Service Specialist

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loves rain, snow, and the view from her office

tries to anticipate client needs before they know they have them

always calls clients back immediately

can be heard cheering for the Red Sox

Direct Phone: 508-475-3803
Fax Line: 508-475-3903
kkallin@ccrwealth.com 

 

Kate Kallin is a Client Services Specialist with CCR.  Kate has been with CCR since 2011, and she is responsible for day-to-day client services for both individual and corporate accounts. Kate provides group health and life insurance quotes and advisor support. As a liaison between the advisors, clients, product vendors and our broker dealer; Kate works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. “I like anticipating our clients’ needs - from scheduling meetings to helping pay their children’s or grandchildren's tuition,” Kate says of her close relationships with clients. She prides herself on her responsiveness and dedication: “I once had a client send me a test fax - and the sole reason for the fax was that he knew I would call him back within a minute to see if he needed anything. We both laughed because of course I called him immediately!”

Prior to joining CCR, Kate worked at Digital Federal Credit Union, where she assisted members with investment and insurance needs.  She worked closely with multiple financial consultants assisting with financial planning, maintaining client relationships, and compliance. Kate is a notary public who holds the Series 7, 66 and 24 securities registrations, life and health insurance licenses, and property & casualty insurance licenses.

Kate is an active member of the firm’s Client Services, Charity & Community Responsibility, and Corporate Services Committees.  She also supports several important charities, including The Jimmy Fund, the Leukemia & Lymphoma Society, and breast cancer research. In her spare time she enjoys going to Red Sox games and the theater, traveling, reading, concerts, movies, and trying new restaurants with her husband, friends and family.

“Every day here feels like Friday.  I really enjoy working with our clients and my coworkers.  And I love my office - I have a beautiful view of the great outdoors - lots of trees and greenery - it’s very tranquil.”