Katie Sotiropoulos-Waltrip - Email & Phone Number

Business Operations Manager at Efficient Wealth Management Llc

Katie Sotiropoulos-Waltrip is based out of Greater Houston and works at Efficient Wealth Management Llc as Business Operations Manager.

Katie Sotiropoulos-Waltrip's Contact Information

Katie Sotiropoulos-Waltrip's Work email

k*****@avionw***.com

Valid

Latest update

September 18, 2025

Location

Greater Houston

Katie's current employer

Efficient Wealth Management Llc

Description

Efficient Wealth Management is a boutique wealth management firm located in The Woodlands, TX.

Website

efficientwealthmanagement.com

HQ Location

The Woodlands, TX, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Efficient Wealth Management Llc

Frequent questions about Katie Sotiropoulos-Waltrip

What company is Katie Sotiropoulos-Waltrip working for?

Katie Sotiropoulos-Waltrip works for Efficient Wealth Management Llc.

What is Katie Sotiropoulos-Waltrip's function at Efficient Wealth Management Llc?

Katie Sotiropoulos-Waltrip is Business Operations Manager at Efficient Wealth Management Llc.

Where is Katie Sotiropoulos-Waltrip based?

Katie Sotiropoulos-Waltrip is based out of Greater Houston.

What is Katie Sotiropoulos-Waltrip's work email address?

Katie Sotiropoulos-Waltrip's professional email address is k*****@avionw***.com

Who are Katie Sotiropoulos-Waltrip's co-workers?

Katie Sotiropoulos-Waltrip's colleagues are Paul Carroll, Aaron Gordon, Sarah McIvor, Mallary Fortunato, Megan Beaufays, Ashley Stewart, Elizabeth Brady, Cydney Nash, Austin Manning.

Katie's co-workers

Paul Carroll

CEO and Senior Wealth Manager

Aaron Gordon

Associate Relationship Manager

Sarah McIvor

Wealth Manager

Mallary Fortunato

Client Administrative Assistant

Megan Beaufays

Associate Relationship Manager

Ashley Stewart

Partner & Wealth Manager

Elizabeth Brady

Partner & Wealth Manager

Cydney Nash

Associate Wealth Manager

Austin Manning

Relationship Manager

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