KATELYN DAVIS

Deliver trauma-informed individual counseling and program support across multiple state and federal initiatives serving justice-involved adults, youth, and underserved communities.

• Provide evidence-based individual counseling addressing trauma, substance use, co-occurring disorders, and reentry challenges for a consistent caseload of 14–16 clients weekly, achieving strong client retention and measurable progress toward treatment goals.
• Collaborate with 5–7 workforce development, law enforcement, and community partners and engage family systems to coordinate wraparound services that expand access to mental health resources and reduce recidivism risk.
• Develop and adjust individualized treatment plans using standardized assessment tools (ASI, PHQ-9, GAD-7, SRA); deliver crisis intervention, discharge planning, and reintegration support that enable smooth transitions for clients returning to work or school.
• Facilitate psychoeducation for clients while applying culturally responsive, client-centered approaches to strengthen engagement and long-term outcomes.

Conduct comprehensive clinical assessments and provide group counseling coverage to support residential and outpatient substance use treatment programs.

• Conduct 5–10 intake and diagnostic assessments weekly, including biopsychosocial assessment, ASAM criteria, suicide risk assessments, PHQ-9, GAD-7, and substance use evaluations, to determine appropriate level of care and guide treatment planning.
• Collaborate with interdisciplinary teams to deliver timely treatment recommendations, ensure 100% compliance with documentation standards, and support client admission to residential and outpatient programs.
• Provide IOP group counseling coverage for up to 12 clients per session when facilitators are unavailable, maintaining continuity of care and client engagement during staff absences.

Facilitated individual and group therapy for adults with substance use and co-occurring mental health disorders in a telehealth IOP/PHP setting.

• Managed a caseload of 15–20 clients bi-weekly, providing evidence-based individual counseling addressing substance use, trauma, co-occurring disorders, and relapse prevention.
• Facilitated 9 hours of IOP group therapy weekly for closed-group members, averaging 8–17 participants per session, fostering recovery skills, accountability, and peer support.
• Conducted comprehensive assessments (ASAM, biopsychosocial, suicide risk, PHQ-9, GAD-7), developed individualized treatment plans, and delivered crisis intervention and discharge planning for 100+ clients annually.
• Strengthened family and support systems through psychoeducation and communication strategies, improving client reintegration into work, school, and community living.

Delivered supervised individual and group counseling for clients with substance use and mental health concerns, developing foundational clinical skills in assessment, crisis intervention, and treatment planning.

• Provided supervised individual and group counseling via telehealth for a caseload of 25-30 clients weekly, supporting recovery from substance use and co-occurring conditions.
• Developed and implemented 20+ individualized safety plans, using verbal de-escalation and relapse prevention strategies to lower risk of crisis.
• Conducted supervised biopsychosocial assessments and collaborated with counselors and physicians to develop and adapt treatment plans based on client progress.
• Applied evidence-based interventions in session while building therapeutic rapport, contributing to zero critical incidents during internship placement.

Enhanced client communications and statements by designing clear, compliant messaging in collaboration with cross-functional banking teams.

• Enhanced consumer statements and communications before sending to clients.
• Worked with various banking teams to design campaigns and communications.
• Acted as liaison between clients and company during new product introductions.

Supported enterprise-level risk management by researching, reporting, and recommending strategies to strengthen compliance and operational safeguards.

• Researched and developed approximately 5 comprehensive reports that were submitted to upper management and audit teams quarterly, covering issues and recommendations
• Formulated strategic plans based on audit findings to support annual planning and definition of goals
• Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.

Served as subject matter expert on restricted securities, developing policies and procedures to ensure accurate, compliant sales operations.

• Subject matter expert for Rule 144 of Securities Act of 1933 and sale of Restricted Securities
• Developed and instituted policies and procedures for all sales staff to ensure successful departmental operations
• Reviewed daily tasks and Restricted Securities responsibilities to verify alignment with company's goals and strategy

Oversaw scheduling, document filing, and staff support for attorneys and paralegals to maintain efficient daily operations in a fast-paced legal office.

• Maintained calendar and tickler system for over 5 managing partners, associate attorneys, and senior paralegal
• Filed over 10 documents with courts daily on behalf of attorney
• Monitored and evaluated personnel performance to complete quarterly reviews, recommend advancement or address productivity concerns

Managed invoicing and payment processing for client accounts, ensuring accurate billing and timely delivery of financial statements.

• Managed invoicing and payment processing operations for over 30 accounts by ensuring all compulsory details are produced before completing bill/invoice and mailed to clients.
• Prepared packages for shipment, pickup and courier services for prompt delivery to clients.
• Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.