Kathryn Turner

About Kathryn Turner

Kathryn Turner is currently Team Lead of Portfolio Implementation and Trading for Citi Private Bank. She is a dedicated professional with broad based finance experience and superior client service skills. She is able to leverage business capabilities by skillfully collaborating with internal partners to meet clients’ needs. She is an effective communicator with exceptional attention to detail who is able to work under pressure in a fast-paced environment. She has a demonstrated ability to meet deadlines and achieve all organizational objectives while handling multiple concurrent projects.Kathryn is a graduate of the University of Rochester, where she earned a BS in Chemical Engineering. She is also a graduate of the University of Rochester, William E. Simon Graduate School of Business, where she earned an MBA in Finance. She holds Series 3, 7 and 66 licenses. Kathryn enjoys hiking, kayaking and volunteering with various Animal Rescue Organizations.

Experience

1. Team Lead - Portfolio Implementation and Trading

   Citi

   Jan 2022 — Present

   Managed the onboarding and implementation/trading for Citi Private Bank/Citi Trust Discretionary and Non-Discretionary Bespoke Multi Asset Cass Portfolios (25mm+) and Custom UMAs (10mm+)• Led the implementation of the Bespoke and Custom portfolio rebalance (trading and updating trading models) to align with Global Investment Committee. Coordinated cash movements and model changes.• Responsible for ETF and Mutual Fund trading in wrap fee accounts. Prepared large block trades for execution.• Provided Ultra High Net worth client coverage: asset movement, tax loss harvesting, cash raises. Prepared and monitored Hedge Fund subscription and redemptions.• Assisted in IPS Generation for all Bespoke mandates. Monitored portfolio daily to ensure all portfolios with guidelines.• Coordinated with Separate Managed Accounts (SMA) managers (external and CPB managed) regarding minimum exceptions, fees, restrictions, overlay analysis etc.• Researched and identified complex errors. Partnered with Fiduciary Oversight and Supervisory Principal and provided required correction and outlined corrective action to eliminate future errors.• Partnered with technology to automate current rebalance processes to remove manual processes to decrease operational risk. • Partnered with product to improve onboarding of Bespoke Mandates. Contributed to building out paperwork requirements/process on the CPB intranet.• Assisted in marketing both and Custom and Bespoke capabilities to help increase AUM. Prepared client sales presentations and client reviews.

Education

• University of Rochester

  BS

• University of Rochester - William E. Simon Graduate School of Business Administration

  MBA