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Katherine A. Bachmann

Director, Client Development

Ms. Bachmann joined Heritage Strategies in September 2009 as Executive Assistant to Co-Founding Partner Thomas J. Fanning, Sr., and in October 2011 transitioned to Account & Underwriting Coordinator. In 2017, Ms. Bachmann became Director of Client Development. Her primary responsibilities include managing client onboarding as well as ensuring client follow-ups are met for business development.

Ms. Bachmann graduated from Iona College, Hagan School of Business, where she earned her bachelor’s degree in business management and a master’s degree in human resource management with a certificate in international business management. Upon graduating, she launched her professional career as a Business Analyst at Argus Information & Advisory Services, located in White Plains, NY. During that time, Ms. Bachmann provided financial consulting for the largest credit card issuers and consumer financial services providers in both the United States and United Kingdom.

Ms. Bachmann resides in Garden City, NY with her husband.