Katherine C.
Financial Services | Wealth Management & Banking | Business & Digital Transformation
- Role
- Business Transformation Consultant at Independent Consultancy
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Katherine C.
Results-driven financial services professional with 20+ years of experience in management consulting and business/technology leadership roles. Expertise is centered on delivering enterprise-wide transformation initiatives by combining strategic vision with disciplined execution. Track record includes the successful end-to-end execution of strategic Target Operating Models; first-to-market product launches and new revenue channel development; innovative technology platforms; pre- & post-merger integration efforts; strategic vendor selections; and targeted sales campaigns that yielded significant revenue growth in condensed timeframes. Known for building strong stakeholder and client partnerships, solving complex problems, and leading cross-functional teams through servant leadership. Experience includes over 10 years in client-facing roles advising Ultra-High Net Worth (UHNW) clients and stakeholders on sophisticated wealth planning techniques as a Certified Financial PlannerTM.Core Competencies: Strategic Planning and Execution | Wealth Management Strategy | Business Development & Sales | Business & Digital Transformation | M&A / Pre- & Post-Merger Integration | Program Management & Project Management | Technology Product Management | Stakeholder Management | Change Management | Vendor Selection | High-performing Team Development | Financial Advisor Practice Management | Ultra-High Net Worth Financial Planning and Estate PlanningLicenses: Certified Financial PlannerTM. Previous license holder: Series 7, 63, 65 (expired 2012/13); New York State Life/Health Insurance license (expired); Money, Meaning & Choices Institute Wealth & Life Planning Certification.
Experience
Business Transformation Consultant
Jan 2021 — Present
Provide strategic guidance and transformation execution to financial services companies. Clients include MUFG and Bank of America. 2024-Present: Leading a digital transformation initiative for a global bank payments technology department.
Education
Duke University
BA, History, Economics
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