Katherine A. Bachmann
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 2014, Ms. Bachmann became Director of Client Development & Underwriting Coordinator.
Ms. Bachmann primary responsibilities include handling beginning stages of the underwriting process for all new life insurance coverage for our clients; managing data information and client service matters for clients as well as assisting in client follow-up for business development.
Ms. Bachmann first launched her professional career in June 2007 as a Business Analyst at Argus Information & Advisory Services, a verisk analytics company located in White Plains, NY. During her time at Argus, 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 graduated from Iona College, Hagan School of Business. In 2007, she earned her bachelor’s degree in business management and in 2008 her master’s degree in human resource management with a certificate in international business management.
Ms. Bachmann resides in Amity Harbor, New York with her husband.