Kathleen Hylinski

Kathleen Hylinski

Client Services Associate

Kathleen is the Sales Coordinator for TruMark Financial Investor Services and Client Service Associate for LPL Financial responsible for providing operational support to the Financial Consultants through daily client account servicing and sales support, coordination and submission of marketing materials for compliance review along with assisting in the organization of seminars, client and corporate events and training.

Kathleen has over twenty years of financial services experience specializing in fund tax, information tax reporting and withholding and FINRA regulatory compliance. Prior to joining TruMark Financial Investor Services, Kathleen was a Regulatory Compliance Manager at The Vanguard Group supporting the compliance efforts of a variety of internal business partners, ensuring  compliance programs were implemented, maintained and monitored for  U.S. sales, distribution and marketing activities including mutual funds, 529’s, annuities and brokerage services.

Prior to Compliance Manager, Kathleen worked as a Tax Manager at Vanguard and was responsible for providing regulatory interpretation, guidance and tax analysis to the operational business teams ensuring compliance with all financial information tax reporting requirements.

Kathleen earned her J.D. from Villanova University School of Law along with her LLM in Taxation and is a licensed attorney in the state of Pennsylvania.  She holds a B.S. in Accounting from Philadelphia University.  In addition, Kathleen holds the following FINRA licenses: Series 7 General Securities, Series 24 General Securities Principal and Series 63 state registration.

Phone 216 396 6316
Fax 215 396 6421