Kate Wheeler joined Peak Trust Company in 2023 and serves as a Project Manager, supporting internal operations and cross-departmental initiatives that help ensure projects are executed accurately and efficiently.
In her role, Kate coordinates workflows, supports operational processes, prepares project documentation, and facilitates communication across teams. Her work helps bring structure, consistency, and follow-through to firmwide projects and ongoing operational efforts. She is known for her strong organizational skills, attention to detail, and ability to connect people, processes, and information.
Kate brings a strong foundation in business and financial operations, informed by more than 15 years of experience in process-driven environments. Prior to joining Peak Trust Company, she led accounts payable and receivables functions for a large multi-location auto group, where she developed strong interdepartmental collaboration and personnel skills, along with a foundational understanding of operational controls.
At Peak Trust Company, Kate has built on this foundation by expanding her work into structured project coordination and process-focused initiatives, applying formal project principles to support consistency, visibility, and execution across teams.
Kate holds a Bachelor of Science in Business Administration and earned her Certified Associate in Project Management (CAPM) credential in 2025. Her commitment to precision, efficiency, and collaboration supports Peak Trust Company’s continued growth and dedication to operational excellence.
