Katie Koelling

About Katie Koelling

Executive leader with over 20 years of experience as in-house legal counsel focused on the financial services industry and technical innovation. I enjoy collaborating with the business partners and executive leadership to innovate and find effective solutions. As a senior leader, I demonstrate teamwork, collaboration, personal accountability, innovative, outside-the-box, and open-mind thinking with my teams and those I engage with. Empathy, trust, empowerment are core tenants for which I lead my teams. As Vice President, Deputy General Counsel and Privacy Officer, I am a focused professional with a wide array of responsibility. My team of leaders have responsibilities for Privacy, Anti-Money Laundering, Identity Theft, Data Retention, Intellectual Property Management, Procurement and Contracting and Anti-Fraud programs for Thrivent Financial and its affiliates. As in-house counsel, I provide legal guidance and compliance management to Thrivent Financial and its affiliates, including: Information Technology, Cybersecurity, Privacy, Information Management/Data Science (Data, AI, RPA and Analytics), Data Ecosystems, Business Continuity, E-Commerce/Communications, Mobile Solutions, Marketing, Lead Generation, and Digital Capabilities and other related legal topics. In my role, I also report regularly to multiple boards of directors, executive leadership, and lead engagements with state and federal regulators. I also work closely with Thrivent’s innovation, marketing, data and IT offices to provide direct legal guidance and provide insight to new concepts and improved client experience. My prior years of experience in product development and operations and compliance management provides a wide-array of insight and experience. My knowledge and expertise is applicable to industries outside of the financial and health services industry. I have an immense passion for learning, taking on challenging opportunities, growing professionally, and mentoring my leaders and others in the organization.Current experience: State and Federal law and compliance; Information Technology; Privacy, Cybersecurity and Information Security Management and Compliance; Cybersecurity and Data Breach Investigation, Response and Notification; Information Management; Data Science, AI, RPA; Data & Analytics; Data Ecosystems; Omni-channel Marketing and Digital Capabilities; Online Advertising; Social Media & Mobile Capabilities; Contract Negotiation.

Experience

1. VP, Deputy General Counsel

   Thrivent

   Jan 2020 — Present · WI, US

   Vice President, Deputy General Counsel of Shared Services Law and Compliance, leading and providing the counsel to Thrivent Financial and its affiliates and Mutual Fund organizations concerning information technology, information management, retention, privacy, cybersecurity, information security, business continuity, website solution, e-communications, procurement and contracting, anti-money laundering, identity theft, fraud, intellectual property, innovation, marketing, digital, data and analytics, machine learning, AI, RPA, and related legal topics. In addition, serve as Privacy Officer and manager of Anti-Money Laundering, Identity Theft, Procurement, Retention/Information Lifecycle Management and anti-fraud offices for Thrivent Financial and its affiliates and Mutual Fund organizations.

Education

• Marquette University Law School

  JD

  1999 — 2002

• University of Wisconsin-Madison

  Bachelor of Science (BS), Medical Microbiology & Immunology

  1995 — 1999

Skills

• Business Process Improvement
• Corporate Law
• Sdlc
• Business Analysis
• Analysis
• Due Diligence
• Change Management
• Legal Compliance
• Risk Management
• Research
• Policy
• Finance
• Vendor Management
• Insurance Law
• Powerpoint
• Microsoft Excel
• Financial Analysis
• Information Technology
• Visio
• Process Improvement
• Securities
• Public Speaking
• Management
• Team Building
• Customer Service
• Legal Research
• Privacy Law
• Contract Negotiation
• Security
• Insurance
• Photoshop
• Program Management
• Microsoft Office
• Financial Services
• Strategic Planning
• Information Security
• Leadership
• Microsoft Word
• Team Leadership
• Legal Writing