Katie Kean is the Director of Credit Consulting for Advisors Plus. With over 20 years of experience in financial services, she provides credit unions strategic insights to optimize portfolios and drive growth through competitive analysis, benchmarking, product assessments, and evaluating new technologies. Previously, Katie served as VP of Strategic Services and VP of Finance for PNC Bank, where she developed strategies to boost profitability and growth. She holds a B.S. in Business Administration with a Finance and Law concentration, an MBA, and a graduate degree in Enterprise Systems from Central Michigan University.

1. Katie Kean
Credit Cards
kkean@advisorsplus.com
(727) 299-2158
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.
http://www.advisorsplus.com/meet-our-team.html