Kathleen Mcguirk Email & Phone Number

San Francisco, Ca, Us

San Francisco , California , Us

San Francisco , California , Us

At Plaid, our Growth team is the champion of our customers. I focus on the lending vertical within the Growth team. I work with customers on all stages of technical integrations, scaling their businesses, expanding their products and user base, and account management.

Evanston, Illinois, Us

Forte Fellow Executive Board of the Kellogg Ski Club VP FinTech@Kellogg VP Kellogg Tech Club

San Francisco, Ca, Us

I interned at Lenda across various functions including BizOps, Sales and Product. Lenda is an online home loan platform focused on making the home loan experience fast, honest, and completely online.

New York, Ny, Us

I spent my summer during business school at CommonBond, an online lending platform which focuses on refinancing of student loans. I joined CommonBond to get experience in the lending sector, and it was an amazing learning experience. But it also brought together everything I’ve been learning at business school and everything I learned at FutureAdvisor to help CommonBond: I optimized our applicant funnel, identifying areas of opportunity and making targeted changes. I studied a new target market and presented a go-to-market plan. And I performed extensive market research and produced materials used for the executive board, investors, and the CommonBond website.

San Francisco, California, Us

I really enjoyed managing our growing operations team and launching new products, but wanted to learn and adapt to our changing business model after FutureAdvisor was acquired by BlackRock. I shifted roles and became an Implementation Manager, leading a 13-person cross-functional team to launch integrations with partner banks. I used my close knowledge of FutureAdvisor’s B2C model to adapt it for a B2B/white label approach, and led our first successful integration. I ran daily agile scrum, weekly standups, and weekly client meetings. As part of this launch, I improved our approach and processes, dropping subsequent integration time substantially.

San Francisco, California, Us

I joined FutureAdvisor as employee #18 to grow and scale the operations team. FutureAdvisor grew fast and so did my team: I hired and managed an Operations team of 9 people (from 4), grew accounts per team member 250% and overall client base by 500%, while dropping client on-boarding time. But the great thing about a small company is that you don’t get too specialized. I also spearheaded new products addressing Educational Accounts (529s) and 401ks/Self-Directed Brokerage Accounts; I wrote product requirements and JIRA tickets, partnered with engineering, design, and marketing, and oversaw multiple successful product launches. The Self-Directed Brokerage Account project, in particular, grew AUM by >20% and client account size by 8%.

San Francisco, Ca, Us

I joined OPCM, a mid-size traditional wealth management firm after graduating from Berkeley. I quickly learned about asset management including how to run operations, trading and client service. I started as an operations associate, and was promoted quickly:Within two years I was managing the 5 person client service operations team. I learned how to hire, how to work with clients, and how to build processes that enabled the team to grow its client load 80% without requiring additional staff.

Oakland, Ca, Us

I interned for the Oakland A’s while in undergrad at UC Berkeley. This internship was both exciting and challenging, and brought together my love of A's baseball and running operations smoothly. I helped manage game-day and A's Community events including game-day field visits, community outreach and charity events, tradeshows, and private parties.

Master Of Business Administration (M.B.A.)

Bachelors, Political Economy; Concentration: Business And International Economics

Education record