Compliance Manager

Katie Dailey

Finance and Operations

“Anything worth doing, is worth doing right.”

Hunter S. Thompson

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Focus Area

Compliance

Experience

Katie assists the CCO with overseeing the firm’s legal, compliance, and risk management functions. Prior to joining Bertram Capital, Katie worked in Human Resources for Neiman Marcus in Palo Alto, CA

Current Board Affiliations

Education

San Francisco State University

Bachelors of Science, Communications

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