Caroline Winters
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Caroline Winters Email & Phone Number

Director, Global Business Management at CFA Institute
Location: Charlottesville, Virginia, United States 7 work roles 1 school
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Current company
Role
Director, Global Business Management
Location
Charlottesville, Virginia, United States
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Who is Caroline Winters? Overview

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Caroline Winters is listed as Director, Global Business Management at CFA Institute, a with 2106 employees, based in Charlottesville, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Caroline Winters.

Caroline Winters previously worked as Relationship Management Business Manager, Americas at Cfa Institute and Director, Test Center Planning at Cfa Institute. Caroline Winters holds B.A., English Literature from University Of Virginia.

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CFA Institute

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Profile bio

About Caroline Winters

Experienced business professional with a demonstrated history supporting activities within the financial services industry. Strong skills in Budgeting, Analytics, Event Management, People Management, and Strategy Development.

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CFA Institute
Cfa Institute
Director, Global Business Management
charlottesville, virginia, united states
Employees
2106
AeroLeads page
7 roles

Caroline Winters work experience

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Director, Global Business Management

Current

Charlottesville, Virginia

Direct global business operations that support the Member and Society Relations function of CFA Institute to include oversight of all financial and budget matters, risk mitigation efforts through policy and procedure creation and implementation, and project management functions. Lead the efforts to manage the successful execution of contracts via liaising with Legal and Procurement.

Jan 2019 - Present

Relationship Management Business Manager, Americas

Charlottesville, Virginia Area

Support business leaders throughout the Relationship Management and Member Value divisions to identify and advance opportunities to meet organizational objectives through defined client engagement, product goals, and KPI's. Effectively collaborate with Relationship Managers, product owners, and outreach teams to understand and communicate changes in our market segments, identify market opportunities, analyze and report on performance and risk relative to financial goals, and support and/or improve business processes. Manage operational aspects of internal processes (travel coordination, expense management, event coordination) through coordination with corporate support functions.

Director, Test Center Planning

Charlottesville, Virginia Area

Responsible for the direction, oversight and successful establishment of over 200 fair, equitable, and secure global test centers and ensuring a quality testing experience for more than 200,000 candidates taking CFA Institute’s global CFA exam. Responsible for the execution of operational plans in collaboration with internal stakeholders and vendors to ensure on time delivery, quality products and services, and accurate outcomes through effective planning, research, and project implementation. Lead and motivate a team of professional staff to effectively implement decisions and deliver services. Direct the execution of strategic plans and risk mitigation initiatives, drive improvement in process efficiency, and champion employee productivity, development, and retention.

Manager, Test Center Planning

Charlottesville, Virginia

Led a team of Event Specialists accountable for planning, coordinating, and executing the tasks required to provide CFA Institute education programs exam candidates globally with a secure, fair, and equitable testing experience consistent with CFA Institute policies and high standards. Responsible for maintaining effective communication between CFA Institute and various exam-related business partners, testing personnel, venues, and vendors, to ensure accountability, collaboration, and appropriate business practices, while managing and mitigating the various risks associated with this volume of test centers. Maintained and improved existing CFA exam test centers and supported the establishment of new and special CFA exam test center locations worldwide. Upheld the standard for professionalism for which CFA Institute has a reputation.

Mar 2007 - Jul 2012

Event Specialist

Charlottesville, Virginia Area

Jul 2003 - Mar 2007
Team & coworkers

Colleagues at CFA Institute

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1 education record

Caroline Winters education

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What company does Caroline Winters work for?

Caroline Winters works for CFA Institute.

What is Caroline Winters's role at CFA Institute?

Caroline Winters is listed as Director, Global Business Management at CFA Institute.

Where is Caroline Winters based?

Caroline Winters is based in Charlottesville, Virginia, United States while working with CFA Institute.

What companies has Caroline Winters worked for?

Caroline Winters has worked for Cfa Institute and Boar'S Head Inn.

Who are Caroline Winters's colleagues at CFA Institute?

Caroline Winters's colleagues at CFA Institute include Sankar Gee, Miguel Angel Ramirez Perez, Katharine Warren, Karyn Vincent, Cfa, Cipm, and Lydia Ooghe.

How can I contact Caroline Winters?

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What schools did Caroline Winters attend?

Caroline Winters holds B.A., English Literature from University Of Virginia.

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