Kathryn Bulloch
Advanced Case Manager

Kathryn Bulloch is the Advanced Case Manager at Crescent Wealth Management. A passionate client advocate, Kathryn’s role is to work directly with Crescent’s team of advisors and the firm’s ultra-high net worth clients to manage the life insurance new business process throughout case design, underwriting, and policy placement, with the end goal of best aligning clients’ needs with the very best representation in the marketplace.