Katherine Olson
Omaha
Summary
Detail-oriented team player with strong organizational and leadership skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Strives to improve processes and relationships toward a beneficial client experience.
Overview
23
23
years of professional experience
Work History
Corporate Actions Analyst
TD Ameritrade Clearing, Inc.
04.2008 - Current
- Subject Matter Expert
- Responsible for training new associates
- Creating and maintaining procedures
- Liaison for SIFMA and the Schwab Blue group
- T+1 SIFMA working group member
- Communicate best practices with internal business partners
- Research and resolve issues with external and internal business partners
- Mentor and provide leadership to my team
- Handle escalations from internal and external clients.
Reorganization Analyst
TD Ameritrade Clearing, Inc.
04.2004 - 01.2008
- Assisted clients and internal associates with issues regarding Corporate Actions and restricted stock via phone and email
- Communicated with our custodians and external corporations to research and resolve corporate actions inquiries for clients
- Assisted with training of new representatives
- Led project to edit and enhance client email responses
- Wrote text for enhanced team webpage.
Specialist, New Accounts/ Sales
TD Ameritrade
01.2001 - 01.2004
- Responsible for recruiting and assisting prospective clients
- Served as a mentor for new associates
- Earned multiple merit awards for quality excellence
- Cross-trained and assisted in multiple areas including new account processing.
Education
B.A -
University of Nebraska Kearney
01.2000
Skills
- Leadership Qualities
- Data Management
- Securities Processing
- Corporate Actions Expertise
- Analytical research
- Relationship Building
Timeline
Corporate Actions Analyst
TD Ameritrade Clearing, Inc.
04.2008 - Current
Reorganization Analyst
TD Ameritrade Clearing, Inc.
04.2004 - 01.2008
Specialist, New Accounts/ Sales
TD Ameritrade
01.2001 - 01.2004
B.A -
University of Nebraska Kearney
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