AeroLeads people directory · profile

Katie Nolan Email & Phone Number

Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations at Financial Services Resource
Location: Greater Chicago Area, United States 3 work roles 2 schools
1 work email found @resourcefinancialservices.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@resourcefinancialservices.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Financial Services Resource
Role
Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations
Location
Greater Chicago Area, United States

Who is Katie Nolan? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Katie Nolan is listed as Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations at Financial Services Resource, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at resourcefinancialservices.com and a matched LinkedIn profile for Katie Nolan.

Katie Nolan previously worked as Finance Director • VP of Operations • Chief Human Resources Officer • President at Ragen Group L.P. and Director of Special Projects • VP Trading Administration • VP Operations Division at Northern Trust Brokerage. Katie Nolan holds Bachelor'S Degree, Communications, Interpersoanl Communications from Marquette University.

Company email context

Email format at Financial Services Resource

This section adds company-level context without repeating Katie Nolan's masked contact details.

{first_initial}{last}@resourcefinancialservices.com
86% confidence

AeroLeads found 1 current-domain work email signal for Katie Nolan. Compare company email patterns before reaching out.

Profile bio

About Katie Nolan

I’m not your average financial services professional.Of course, I know about investments, trades and assets. But I know more than I care to admit about how the chicken gets cooked at Kentucky Fried Chicken. And no, I don’t know the exact ingredients to the Colonel’s secret recipe, so don’t ask.You see for the past 2.5 decades, I ran a family business that owned a couple Kentucky Fried Chicken franchise restaurants.As a business owner, I wore many hats – HR Director, CFO, Director of Operations and Facilities Manager. This provided me the unique ability to navigate complex challenges.After recently selling my family business I am looking to return to my career roots in the financial services industry. Prior to my franchise experience, I worked my way up from runner to being named one of five principals at Northern Trust Brokerage.When I was there, we were experiencing rapid growth by converting from a fully disclosed clearing firm to an in-house system. Having been on both the trading and operations side, I established a training program and implemented processes to ensure there was no disruption of services during the transition.Client satisfaction, company loyalty, teamwork, and a strong work ethic have been a consistent focus throughout my career. I am excited about the opportunity to apply these attributes to my next organization.HOW CAN I HELP YOU?If you’re a small wealth management firm looking for someone to manage the day-to-day activities, so you can focus on strategies to grow your business, I’d love to talk.✆ 847-309-5626✉ kathleen.nolan@sbcglobal.netSPECIALTIES: Operational management, Leadership, Organizational development, Team building, Client service, Customer relationship management, Process improvement, Policies & procedures

Listed skills include Customer Relationship Management, Project Management, Operations Management, Strategic Planning, and 27 others.

Current workplace

Katie Nolan's current company

Company context helps verify the profile and gives searchers a useful next step.

Financial Services Resource
Financial Services Resource
Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations
3 roles · 45 years

Katie Nolan work experience

A career timeline built from the work history available for this profile.

Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations

Current
Financial Services Resource

Greater Chicago Area

After selling my family business following many years of success, I am seeking to transition back to my career roots in financial services. Supporting sales teams, fielding questions from clients, and ensuring back end operations are running smoothly is where I can be the most valuable. If you’re a small wealth management firm looking for someone to manage the day-to-day activities, so you can focus on strategies to grow your business, I’d love to talk.✆ 847-309-5626✉ kathleen.nolan@sbcglobal.net

Jul 2016 - Present

Finance Director • Vp Of Operations • Chief Human Resources Officer • President

Ragen Group L.P.

Oak Lawn, Il

Meeting Colonel Sanders at age 6, I was introduced to my parent’s business very early in my life. My father was one of the original franchise owners, so I was quite humbled when he approached me to take over the business.Not wanting to step too far away from my financial services and operations background, I ensured the business was run profitably and employees were happy. I managed a team of about 50, 6 full-time and 40+ part-time. In 2014 we received “Best of the Best” franchise in the two and under category for one quarter.SELECT ACCOMPLISHMENTS☑ Employee Engagement: Retained multiple employees, long-term, in industry notorious for high turnover — 30% of full-time (FT) staff had 10+ year tenure.☑ Profit & Loss: Experienced revenue gains even during economic downturn.☑ Fiduciary Leadership: Partnered with vendor to restructure employee profit sharing plan, bring into compliance and allow employees to control their funds.☑ Mergers & Acquisitions: Navigated complex sale of multimillion-dollar business, profitably, to second largest franchise in the U.S.

1992 - 2016 ~24 yrs

Director Of Special Projects • Vp Trading Administration • Vp Operations Division

Northern Trust Brokerage

Chicago, Il

Starting as a runner on the floor, I really learned this business from the bottom up. I was quickly promoted and moved through other roles like Operations Clerk, then Supervisor and later roles included Vice President of Operations and Vice President of Trading Administration.It was in these later roles, I was named one of five principals in the firm, collaborating to lead the overall direction for the firm.At the time, the firm was growing exponentially and several processes needed to be established in order to increase efficiency and accuracy. This allowed the firm to stay in compliance and have documented resources so knowledge could be shared easily.SELECT ACCOMPLISHMENTS☑ Process Improvement: Streamlined fund transfers and decreased trade settlement issues by orchestrating ACH clearing system implementation across 10 branch banks, affecting 10.5K customers.☑ Product Development: Generated $400K incremental revenue by developing full-service products and creating marketing campaign to convert discount clients to new offerings.☑ Operations: Established and implemented formal review process and improved bonus system.☑ Facilities: Gained significant savings by consolidating 3 offices into one streamlined work place.

1982 - 1991 ~9 yrs
2 education records

Katie Nolan education

Bachelor’S Degree, Communications

Marquette University
FAQ

Frequently asked questions about Katie Nolan

Quick answers generated from the profile data available on this page.

What company does Katie Nolan work for?

Katie Nolan works for Financial Services Resource.

What is Katie Nolan's role at Financial Services Resource?

Katie Nolan is listed as Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations at Financial Services Resource.

What is Katie Nolan's email address?

AeroLeads has found 1 work email signal at @resourcefinancialservices.com for Katie Nolan at Financial Services Resource.

Where is Katie Nolan based?

Katie Nolan is based in Greater Chicago Area, United States while working with Financial Services Resource.

What companies has Katie Nolan worked for?

Katie Nolan has worked for Financial Services Resource, Ragen Group L.P., and Northern Trust Brokerage.

How can I contact Katie Nolan?

You can use AeroLeads to view verified contact signals for Katie Nolan at Financial Services Resource, including work email, phone, and LinkedIn data when available.

What schools did Katie Nolan attend?

Katie Nolan holds Bachelor'S Degree, Communications, Interpersoanl Communications from Marquette University.

What skills is Katie Nolan known for?

Katie Nolan is listed with skills including Customer Relationship Management, Project Management, Operations Management, Strategic Planning, Fiduciary Management, Trading, Team Leadership, and Communication.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Katie Nolan you were looking for.

View similar profiles