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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.

Kathy Wheadon
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Location

San Francisco Bay Area