Client Operations Specialist
Current
Mar 2023 - Present
AeroLeads people directory · profile
Katie Wolfson Email & Phone Number
Compliance Analyst | Support Extraordinaire
at
Optiv
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Compliance Analyst | Support Extraordinaire
Location
Dana Point, California, United States
Company size
Who is Katie Wolfson? Overview
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Quick answer
Katie Wolfson is listed as Compliance Analyst | Support Extraordinaire at Optiv, a company with 1921 employees, based in Dana Point, California, United States. AeroLeads shows a matched LinkedIn profile for Katie Wolfson.
Katie Wolfson previously worked as Client Operations Specialist at Optiv and Licensing Analyst at Finance Of America Companies. Katie Wolfson holds Sports And Exercise from Northern Arizona University.
Company email context
Email format at Optiv
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Optiv
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Profile bio
About Katie Wolfson
Highly resourceful, results driven, and solutions-oriented professional within various areas as including Compliance, Project Management, and Administration. Looking to leverage my knowledge and experience into a new opportunity.
Current workplace
Katie Wolfson's current company
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Optiv
6 roles
Katie Wolfson work experience
A career timeline built from the work history available for this profile.
Licensing Analyst
Attained compliance with state and federal rules and regulations through both the Nationwide Multi-State Licensing System and internal company systems by coordinating expectations with state regulators, individual Mortgage Loan Originators, and retail branches.
Apr 2022 - Dec 2022
Licensing Analyst
Secured state licenses and renewed existing licenses by gathering the required documentation, preparing, and submitting the license applications through the Nationwide Multi-State Licensing System to the respective states.
Aug 2020 - Mar 2022
Partnership Operations Administrator
Prepared quotes, researched customers historical account information, and kept accurate data in internal reporting software.
Jul 2019 - Jul 2020
Administrative Assistant
Retrieved and stored compliance documentation to keep within compliance with the rules and regulations of the Transportation Security Administration.
Jun 2018 - May 2019
Idependent Facilitator
Provided support and promoted independence for children with moderate to severe autism.
Dec 2013 - Sep 2017
Team & coworkers
Colleagues at Optiv
Other employees you can reach at optiv.com. View company contacts for 1921 employees →
AR
Ashley Ricketson
Colleague at Optiv
Jacksonville, Florida, United States, United States
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PN
Punith Nargund
Colleague at Optiv
Bengaluru, Karnataka, India, India
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RR
Rohith R
Colleague at Optiv
Bengaluru, Karnataka, India, India
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KS
Kiran Sai Meesaragandla
Colleague at Optiv
Bengaluru, Karnataka, India, India
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KK
Kunal Kumar
Colleague at Optiv
Chandigarh, Chandigarh, India, India
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BS
Briana S.
Colleague at Optiv
Broken Arrow, Oklahoma, United States, United States
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DJ
Dawn Jarczyk
Colleague at Optiv
Olathe, Kansas, United States, United States
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RC
Roger Conarroe
Colleague at Optiv
Denver, Colorado, United States, United States
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MG
Maria Gushue
Colleague at Optiv
Canada, Canada
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AA
Andrea Acosta
Colleague at Optiv
Quezon City, National Capital Region, Philippines, Philippines
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Ashley Ricketson
Colleague at Optiv
Jacksonville, Florida, United States, United States
View →
PN
Punith Nargund
Colleague at Optiv
Bengaluru, Karnataka, India, India
View →
RR
Rohith R
Colleague at Optiv
Bengaluru, Karnataka, India, India
View →
KS
Kiran Sai Meesaragandla
Colleague at Optiv
Bengaluru, Karnataka, India, India
View →
KK
Kunal Kumar
Colleague at Optiv
Chandigarh, Chandigarh, India, India
View →
BS
Briana S.
Colleague at Optiv
Broken Arrow, Oklahoma, United States, United States
View →
DJ
Dawn Jarczyk
Colleague at Optiv
Olathe, Kansas, United States, United States
View →
RC
Roger Conarroe
Colleague at Optiv
Denver, Colorado, United States, United States
View →
MG
Maria Gushue
Colleague at Optiv
Canada, Canada
View →
AA
Andrea Acosta
Colleague at Optiv
Quezon City, National Capital Region, Philippines, Philippines
View →
1 education record
Katie Wolfson education
FAQ
Frequently asked questions about Katie Wolfson
Quick answers generated from the profile data available on this page.
What company does Katie Wolfson work for?
Katie Wolfson works for Optiv.
What is Katie Wolfson's role at Optiv?
Katie Wolfson is listed as Compliance Analyst | Support Extraordinaire at Optiv.
Where is Katie Wolfson based?
Katie Wolfson is based in Dana Point, California, United States while working with Optiv.
What companies has Katie Wolfson worked for?
Katie Wolfson has worked for Optiv, Finance Of America Companies, Loandepot, Mind Research Institute, and Aeronet Worldwide.
Who are Katie Wolfson's colleagues at Optiv?
Katie Wolfson's colleagues at Optiv include Ashley Ricketson, Punith Nargund, Rohith R, Kiran Sai Meesaragandla, and Kunal Kumar.
How can I contact Katie Wolfson?
You can use AeroLeads to view verified contact signals for Katie Wolfson at Optiv, including work email, phone, and LinkedIn data when available.
What schools did Katie Wolfson attend?
Katie Wolfson holds Sports And Exercise from Northern Arizona University.
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