Katie Brogan Email and Phone Number
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Forward thinking and self-motivated business analysis leader with 14 + years of expertise in process improvement, end-user training, and accounting. Successful history developing automated processes to improve business operational planning and implementation. Knowledgeable about business best practices, regulatory standards, and optimal control systems. Skilled at applying trend and pattern knowledge to bring dramatic improvements. Utilize exceptional organizational, project management, and leadership skills in business process mapping and end-user testing.➢ Facilitate large scale regulatory/customer engagements➢ Highly-effective at delivering quality system requirement documentation ahead of tight deadlines.➢ Represented the department in the largest firm wide project related to Department of Labor regulations that were passed and impacted the entire Financial Industry.➢ Technology Expertise: Excel, PeopleSoft, Hyperion, Oracle, OIC, Ryan LLC TrackerPRO, Thomson Reuters Clear, Crystal Reports, Teams
Exp Realty
View- Website:
- exprealty.com
- Employees:
- 16015
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Real Estate Agent - Bak PropertiesExp Realty Jan 2023 - PresentSt. Charles County, Missouri, United StatesPartnering with my Husband Aaron Brogan to help others reach their real estate goals. Whether you are looking for property, investment property, temporary housing or your forever dream home we are here to help walk step by step through the entire process.
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Director, Technology Account Management - North American MarketMastercard Apr 2022 - PresentO'Fallon, Missouri, United StatesSupport Mastercard customer operations and portfolios by minimizing operational concerns while maximizing the customer’s portfolio. -
Manager, Stakeholder Assurance - Technology Risk ManagementMastercard Nov 2019 - Apr 2022O Fallon, Missouri• Lead a team to support customer and regulatory security examinations• Support Maintenance of centralized inventory of security risk management requirements, artifacts and compliance documentation• Coordinate and execute Corporate Security risk assessments of Mastercard and its operational functions with our external stakeholders • Translate regulatory and customer expectations to Mastercard technology and security standards associated control requirements to support assurance assessments• Work across divisions to help identify, rank, and prioritize key functional risks within the area• Streamline work processes for internal/external work functionality• Advise business owners of analysis of business and functional requirements resulting from regulation and customer contracts and helped to identify solutions
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Technical Generalist (Manager), Unclaimed Property - Reconcilation ControlEdward Jones Oct 2017 - Nov 2019Greater St. Louis Area• Facilitate and lead up to 15 training classes annually on best practices to an audience of financial advisors.• Oversee 50 states and 2 territories to ensure firm and client held assets are compliant with appropriate state unclaimed property laws and escheated accordingly.• Map process activities to identify shortfalls and identify options to rectify operational inefficiencies.• Audit accounts according to their state registration to determine dormancy and escheatment risk.• Partnered with Legal to formalize future timeline for escheatment processes for 50 states plus 2 territories.• Oversee procedures to mitigate risk to the firm and prevent fines and penalties -
Accountant Ii - CommissionsEdward Jones Dec 2015 - Oct 2017Greater St. Louis Area• Represented the commissions department in the largest firm wide project nationally related to the Department of Labor regulations passed resulting in the Financial Industry moving towards a fiduciary standpoint in regulations, streamlined payment efforts, and system updates• Coached, developed, and lead 4 direct reports in order to consistently meet department objectives.• Led projects to automate manual statements used for processing insurance payments which resulted in a 90% savings in processing time, reduction in labor costs, and storage costs.• Handled month and year-end end finances by managing and reporting fixed assets and other data.• Led special projects and presented data analysis, reporting, and findings to leadership in business meetings on behalf of the Commissions Department.• Reviewed budgets, including capital appropriations and operating budgets, and communicated findings to senior management.• Selected to train and develop all new and existing department associates on current policies and process improvements.• Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts.• Investigated and resolved variances in digital and physical records to promote record integrity.
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Accountant I - CommissionsEdward Jones Jan 2011 - Dec 2015Greater St. Louis Area• Led initiative to automate 80% of annual processes to create efficiencies in workflow.• Reviewed, processed, and reconciled commissions for all US Insurance, Annuity, and Mutual Fund business in a timely and accurate manner.• Partnered with auditors to prepare yearly audits and ensure compliance with governmental tax guidelines.• Compiled general ledger entries on short schedule with nearly 100% accuracy.
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Finance/Operations Swap Associate - Payment OperationsEdward Jones Oct 2012 - Sep 2013Greater St. Louis Area• Led 13 associates in Payment Operations Department to consistently meet KPIs.• Implemented process improvements to streamline daily processing of checks, and created new statistical analysis of daily work flow.• Partnered with the Anti Money Laundering Team to streamline new research/review process.• Modified the format and formulas for the Cash Receipts Department statistical spreadsheets.
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Senior Account Specialist - Branch Expense Audit & ReimbursementEdward Jones Sep 2009 - Jan 2011Greater St. Louis Area• Audited and processed branch expense requests supporting 19 different categories.• Revised the reimbursement application for special events to streamline use and processing by the field branches and office staff led to a 17% decrease in labor hours.• Processed and reviewed reimbursement requests, payment requests, product contribution requests, and FA insurance renewal payment requests. • Created process improvements by streamlining daily functions and creating new workflows.• Reviewed and adjusted error reports to ensure accurate payments.
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Senior Account Specialist - Accounts Payable DepartmentEdward Jones Dec 2007 - Aug 2009Greater St. Louis Area• Audit and process seminar reimbursement request• Audit and process Home Office payment request• Audit and Product Partner Contribution request forms• Audit and process FA Business and Travel reimbursement request• Review vouchers that enter Error Recycle in order to resolve issues and release home office payments in a timely manor• Processed the Financial Advisors New and Renewed Insurance License payments via spreadsheet uploads• Helped to create an improved Multi FA Seminar Reimbursement Request Form o Helped to change process form manual entry of each individual voucher to spreadsheet upload of multiple vouchers o Collaborated with leader on improving the spreadsheets for processing the Multi FA Reimbursement request by adding formulas in order to save processing time• Run nightly Crystal Reports
Katie Brogan Skills
Katie Brogan Education Details
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Lindenwood University3.5 Gpa -
Business Administration And Management -
St. Charles Community CollegeBusiness
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Francis Howell Central High SchoolHigh School Diploma
Frequently Asked Questions about Katie Brogan
What company does Katie Brogan work for?
Katie Brogan works for Exp Realty
What is Katie Brogan's role at the current company?
Katie Brogan's current role is Director, Technology Account Management at Mastercard.
What is Katie Brogan's email address?
Katie Brogan's email address is ka****@****nes.com
What is Katie Brogan's direct phone number?
Katie Brogan's direct phone number is +131482*****
What schools did Katie Brogan attend?
Katie Brogan attended Lindenwood University, Lindenwood University, St. Charles Community College, Francis Howell Central High School.
What are some of Katie Brogan's interests?
Katie Brogan has interest in Croche, I Like To Fish, Watch Movies.
What skills is Katie Brogan known for?
Katie Brogan has skills like Microsoft Office, Peoplesoft, People Skills, Microsoft Excel, Data Entry, Customer Service, Sales, Powerpoint, Microsoft Word, Outlook, Accounts Payable, Phone Etiquette.
Who are Katie Brogan's colleagues?
Katie Brogan's colleagues are David Cosme, Sally Fischer, Ryan Kelly, Rita Stankus, Orlando Benn Jr, Silvia Soto, Nathan Reynolds.
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Experienced Data Analyst With Over 20 Years Experience In The Field Of Cancer Research And Currently Working In Public Health.Greater Seattle Area1nvelupconsulting.com -
Katie Brogan
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Katie Brogan
Assistant Director Of Professional Development For The Fitzpatrick College Of Nursing At Villanova UniversityGreater Philadelphia2villanova.edu, villanova.edu
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