Katy Weisbeck, Cfa Email & Phone Number

New York, New York, United States

New York, New York, United States

San Francisco, California And New York, New York

Served as the lead project manager for implementation projects involving institutional investment firms, fund managers, and hedge funds. The role required ongoing communication with portfolio managers, operations specialists, and C suite level executives to scope out project requirements, present workflow designs, and advise on process improvements in order to implement efficient portfolio management processes

San Francisco, California

Staffed the Bloomberg Help Desk as a senior point of escalation for portfolio management and structured products related inquiries, assisting clients with anything from fixing functionality problems to understanding complex market concepts to proving out calculations

San Francisco, California

• Went through a 3 week in depth training course to learn in depth not only the Fixed Income product offerings on Bloomberg but also the fundamentals of fixed income securities, how fixed income securities are analyzed in different parts of the market, and the workings of the broader market• Assist Fixed Income clients in analysis of individual securities and macro markets to drive product adoption

Kirkland, Wa

University Of Washington Seattle

• Managed day-to-day operations of an organization of over 130 members and led an eight-member executive board• Conducted and oversaw meetings with the executive board • Responded to and mediated any questions/concerns from university officials, national officers, members and parents• Communicated regularly with members of National Leadership Team and chapter advisory board• Responsible for bi-monthly reports and phone calls to national Kappa Delta regarding chapter status

University Of Washington Seattle

• Developed and managed a budget of over $150,000 for a chapter of over 130 members• Generated monthly financial reports to send to national Kappa Delta• Responsible for reimbursements, bill pay, and donations as well as billing and collecting dues• Oversaw chapter’s purchase of supplies• Communicated regularly with National Leadership Team and chapter advisory board

• Tasked with filing and maintaining company licenses, certifications, and business records• Assisted in updating company vendors, customers, and related financial information

Seattle, Wa

• Responsible for alumni education and outreach• Encouraged alumni to take part in specific giving campaigns to fundraise for the university • Tasked with updating alumni contact information to ensure continued communications in the futureAchievements:• Top 10% in the department for funds raised and calls completed three consecutive quarters• Individually raised over $9,000 for the University of Washington • Promoted to Student Caller Mentor within three months of employment

Bachelor Of Arts (B.A.), Economics With A Focus In Mathematics

Activities and Societies: Kappa Delta, UW Panhellenic Association

Education record

Activities and Societies: Deca, Debate Team, Varsity Soccer Team, ASB Treasurer, Leadership