Suggestions
Kathy Wheadon
*Helping asset managers on strategic operations and compliance initiatives*Outsourced COO*Program Management*Vendor RFPs
Kathy Wheadon is a seasoned professional with over 30 years of experience in financial services operations and compliance.
Transitioning to a consultant role for asset managers, Kathy has a strong track record of assisting wealth managers, family offices, hedge funds, and asset managers with strategic operations and compliance endeavors.
Her expertise ranges from vendor selection to HR systems setup, hedge fund launches, and process enhancements.
With a Bachelor of Science in Business Administration and a Certificate in Financial Management for Family Offices, she combines academic knowledge with practical industry experience.
Kathy has undertaken various notable projects like managing SOC1 Readiness Review for a $7B equity manager, conducting FX hedging process review for a $20B credit asset manager, and leading the RFP process for fund administration services for a family office's PE Fund.
Additionally, Kathy has a rich organizational background having served in key roles at various reputable institutions like Bank of America, Investors Bank & Trust, and DCI, LLC.
She has proven expertise in creating compliance processes for hedge fund managers and has a comprehensive understanding of operational and financial aspects within the financial services industry.
Highlights
Please join me on March 8, 2021 as Financial Women of San Francisco (#FinanceWomenSF) celebrates International Women’s Day virtually! FWSF is excited to have keynote speaker Sallie Krawcheck, CEO & Founder of Ellevest, speak on “A Seat at the Decision Making Table: The Future of Women in Financial Services”. Along with a panel on The Future of Women in Finance, come attend breakout sessions encompassing the following topics: Leadership NOT By the Numbers, Mid-Life Transitions and Your Career, Powerful Virtual Presentations and Conversations, Creating a Feedback Culture. You choose your Session! The event will conclude with breakout networking where you will have the opportunity to continue the conversation on advancing the careers of women in finance. You can register here: https://lnkd.in/gDjMFi7. I hope to “see” you there!
I am excited for Financial Women of San Francisco's hugely popular annual event Master Class - Lessons in Leadership on June 18 at 5p. I'll be moderating a panel of three accomplished women leaders - Stephanie Bontemps, Lisa Daniels and Neesha Hathi. These esteemed leaders are truly authentic and inspiring. There will be breakout rooms for small-group networking after the main program. #networking #womenleaders #financialwomensf.
You can register here: https://lnkd.in/gJ4sWwm
