Managing Partner, Infrastructure Strategy and Execution
Throughout her career, Katharine has focused on operational strategy and tactical execution. Katharine is passionate about process improvement, and dedicated to finding and implementing efficiencies in all stages of a process. Prior to joining FreshTrax, Katharine spent over ten years working with Financial Services and Technology companies on improving their day-to-day operations and executing on long-term solutions.
Katharine started her career in Operations at TD Ameritrade where she found efficiencies through reporting and database enhancements, reducing manual processing by 75%.
She then went on to work at TCA powered by E*TRADE where she ran multiple Lean Six Sigma projects including implementing a business process management system for client services and operations, strategizing a technology request platform, building out Salesforce integrations, and creating transparency and visibility using reporting and dashboards. Katharine transferred to AlphaPeak Capital (formerly Global Financial Private Capital) where she worked closely with IARs and RIAs on improving their processes with CRM workflows and integrations, and executed on strategies to systematize AlphaPeak’s TAMP services. There she implemented a large scale portfolio management and reporting system across 500+ financial advisors, and the entire Salesforce suite including Sales, Service, and Marketing Cloud.
Katharine also co-founded a company called ShiftChange, a mobile app used to enhance communication and payment methods for contract hirers and their workers. At ShiftChange, Katharine supports strategic partnerships, business strategy and development, platform integrations, product design and workflows.
Katharine is a Lean Six Sigma Black Belt and holds an MBA from Colorado State University College of Business and a Bachelor of Arts from Hamilton College in Clinton, NY.
Katharine’s experience in small businesses and desire to support entrepreneurs makes her a natural fit at FreshTrax Consulting.
“Strategy without tactics is the slowest route to victory; tactics without strategy is the noise before defeat.” —Sun Tsu, Ancient Chinese Military strategist