Katie Nolan

Katie Nolan Email and Phone Number

Client Services Manager • Portfolio Administrator • Financial Services Professional • Operations Manager @
Katie Nolan's Location
Greater Chicago Area, United States
Katie Nolan's Contact Details

Katie Nolan work email

Katie Nolan personal email

n/a
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

Katie Nolan's Current Company Details
Financial Services Resource

Financial Services Resource

Client Services Manager • Portfolio Administrator • Financial Services Professional • Operations Manager
Katie Nolan Work Experience Details
  • Financial Services Resource
    Client Service Portfolio Administrator • Consultant, Client Servicing Investment Operations
    Financial Services Resource Jul 2016 - Present
    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
  • Ragen Group L.P.
    Finance Director • Vp Of Operations • Chief Human Resources Officer • President
    Ragen Group L.P. 1992 - 2016
    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.
  • Northern Trust Brokerage
    Director Of Special Projects • Vp Trading Administration • Vp Operations Division
    Northern Trust Brokerage 1982 - 1991
    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.

Katie Nolan Skills

Customer Relationship Management Project Management Operations Management Strategic Planning Fiduciary Management Trading Team Leadership Communication Management Customer Service Organizational Development Leadership Sales Marketing Client Services Process Improvement Policies And Procedures Profit Sharing Negotiation P&l Management Franchise Agreements Teamwork Employee Engagement Hiring Practices Customer Satisfaction Facilities Data Migration Team Building Corporate Communications Business Process Improvement Public Speaking

Katie Nolan Education Details

Frequently Asked Questions about Katie Nolan

What company does Katie Nolan work for?

Katie Nolan works for Financial Services Resource

What is Katie Nolan's role at the current company?

Katie Nolan's current role is Client Services Manager • Portfolio Administrator • Financial Services Professional • Operations Manager.

What is Katie Nolan's email address?

Katie Nolan's email address is kn****@****ces.com

What schools did Katie Nolan attend?

Katie Nolan attended Marquette University, Marquette University.

What skills is Katie Nolan known for?

Katie Nolan has skills like Customer Relationship Management, Project Management, Operations Management, Strategic Planning, Fiduciary Management, Trading, Team Leadership, Communication, Management, Customer Service, Organizational Development, Leadership.

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