Katie B. Email and Phone Number
As a Director of Operations, I have dedicated my career to driving organizational success through effective management, strategic planning, and continuous improvement initiatives. With a track record of delivering high-impact solutions, I excel at identifying and capitalizing on opportunities for growth, efficiency, and profitability.My expertise spans a wide range of areas, including change management, business optimization, team leadership, and executive coaching. I am a proven problem solver, adept at analyzing complex data and developing innovative solutions that address each organization's unique needs.I believe that success is built on a foundation of strong relationships, and I am committed to building and maintaining collaborative partnerships with internal teams, external partners, and executive stakeholders. I am a skilled communicator, able to translate technical information into accessible language that resonates with audiences at all levels of the organization.I am open, with a flexible mindset, and recognized as a results-driven team player and keen decision-maker who leads by example. Please feel free to contact me at katiejoy00@gmail.com with any thoughts, comments, or questions about my work - I’m always interested in making new professional acquaintances.
Bonfire.
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MemberBonfire. Oct 2022 - PresentChicago, Illinois, Us
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Regional Director Of Operations & Executive Program Director - Women & Wealth VerticalBmo Financial Group Mar 2022 - PresentToronto, On, CaOversee operational, financial, and risk management activities for multiple regions. Lead team of Managers, Analysts, and Support Staff across 10 Markets, ensuring effective and efficient operations. Collaborate with Managing Directors to support strategy execution, providing ongoing guidance and direction. Lead integration of new markets and acquisitions into existing operations framework. Work closely with Regional Presidents to develop strategic plans for expansion, providing insights into market trends and potential growth opportunities. -Designed and implemented new-leader onboarding program for Wealth Managers, creating internal leadership role and hiring 7 new Wealth Managers. -Developed and implemented processes to identify Specialist-level skills for company coaching program. Increased operational efficiency and identified areas for improvement by implementing and monitoring performance metrics. -Reduced employee errors 40% by developing and implementing custom skills matrix and individualized coaching plans. -Achieved 98% positive employee engagement scores by providing exceptional leadership and ongoing training and coaching. -
Senior Manager/Director, Business Program ManagementVanguard Apr 2020 - Mar 2022Valley Forge, Pa, UsLed multi-layered coaching organization, including 30 Managers and Senior-level Sales Coaches as well as Lean and Agile Coaches. Developed internal sales organization and delivered and integrated Professional Selling Skills (PSS) and Professional Sales Coaching with Lean methodology. Led cross-functional teams in the planning and execution of key initiatives, including adoption of "New Ways of Working". -Developed $24M business plan integrating modern practices (lean, agile, and human-centered design) and sales process to improve business performance. Exceeded year one projection by $1M. -Led transformational efforts in the "New Ways of Working" initiative to Retail Sales Organization: Relationship Management and Sales, achieving highest year-one post transformation McKinsey’s Operational Excellence Index score in the organization, earning a score of 38. -Delivered executive-level coaching and developed Professional Sales Coaching programs that increased sales skills of sales representatives as well as revenue. -
Senior Internal Consultant, Lean Expert & Senior Leader CoachVanguard Dec 2018 - May 2020Valley Forge, Pa, UsWhile in this role, I strengthened company strategy with lean techniques, streamlined operations, and increased efficiency by introducing new processes and analyzing KPI data to identify trends and recommend improvements.A few of my key outcomes include: -Deployed transformational efforts in "New Ways of Working" initiative, modernizing and automating practices and processes for over 3,000 employees. -Provided guidance to Senior Leaders during high-volume tax season, enabling implementation of 7,000+ hours of capacity and streamlining operations.-Led London hometown grants program, pivoting strategy to adapt to COVID challenges.
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High-Net-Worth ManagerVanguard Dec 2016 - Dec 2018Valley Forge, Pa, UsLed and managed high-performing team of Relationship Managers, accountable for $26B book of business. Introduced strategies that improved corporate processes, including client experience, employee engagement, and business growth. Conducted trend analysis of 6000 clients and developed reports based on data to provide strategic insights for high-level decision making. -Designed and executed growth strategies that boosted diversity and female leadership, as Site Lead for Women Initiative for Leadership Success (WILS). -Led the creation and implementation of a multi-site department contingency plan, ensuring business continuity and operational resilience.-Achieved 85 NPS and <2% turnover via coaching, practice management, and strategic planning.-Elected to serve as Department Operations Lead, overseeing 500+ cross-site representatives and developing plans to improve operations and performance.-Elected to manage $350K annual grant program, including relationship management and strategy development.
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Cost Basis & Tax Reporting SupervisorVanguard Aug 2014 - Dec 2016Valley Forge, Pa, UsDirected team of 50 Contingent Workers, Cost Basis Analysts, and Tax Reporting Analysts. Collaborated with key stakeholders and hiring Managers to develop effective recruiting and hiring strategies that align with organizational objectives. Established strong relationships with external vendors, improved data quality, and ensured technology upgrades. -Earned promotion to Supervisor; Initially hired as Relationship Manager. -Improved employee engagement and performance by developing and implementing training programs to achieve goals and customer satisfaction. -Deployed training and development opportunities to staff to drive actionable changes that allowed teams to meet metrics and outpace customer service milestones. -Estimated business needs and established compliance with all regulatory requirements. -Led the validation of technology upgrades.
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High Net Worth Client Relationship Consultant, Flagship ServicesVanguard Jun 2010 - Aug 2014Valley Forge, Pa, Us
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Loaned ExecutiveValley Of The Sun United Way 2012 - 2012Phoenix, Az, Us -
Fraud SpecialistCiti 2009 - 2010New York, New York, Us -
Field Marketing And Operations ManagerUp With People 2008 - 2009Denver, Us -
Multiple Client Facing RolesWells Fargo 2006 - 2009San Francisco, California, Us -
TellerValley Bank And Trust 2004 - 2006
Katie B. Education Details
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Grand Canyon UniversityMba -
Arizona State UniversityJustice Studies
Frequently Asked Questions about Katie B.
What company does Katie B. work for?
Katie B. works for Bonfire.
What is Katie B.'s role at the current company?
Katie B.'s current role is Regional Director of Operations | Executive Program Director - Women & Wealth Vertical.
What schools did Katie B. attend?
Katie B. attended Grand Canyon University, Arizona State University.
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