Catherine O’Brien is a Client Services Specialist for Level Financial Advisors. She joined the firm in 2021. Prior to joining Level she worked as the Membership Director for YMCA Buffalo Niagara. She also worked in various roles with the organization beginning in 2013 until joining Level.
Catherine received an associates degree from Erie County Community College in 2018 and is currently enrolled at the University of Buffalo where she is pursuing a degree in business administration.
She is responsible for opening new accounts, transferring client assets between accounts, facilitating client correspondence, and assisting the firm in general customer service activities. Catherine also assists the firm with greeting clients and visitors to the Amherst office.