Kate Watt
Edmonton
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
13
13
years of professional experience
Work History
Co-Owner
Goalie Blok Inc.
05.2023 - Current
- Improved operational efficiencies to reduce costs and improve productivity.
- Established foundational processes for business operations.
- Monitored performance, identified areas of improvement and devised solutions to address areas of weakness.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Collaborated with development teams, internal customers, and product line management to verify delivery of desired quality requirements to distributors.
- Managed purchasing, sales, marketing and customer account operations efficiently.
Regional Administrative Manager
NationalBank Financial Wealth Mangement
11.2020 - 05.2023
- Managed a region of 189 employees, $11 billion in AUM, and 72 Wealth Advisors.
- Oversaw risk management, technology rollouts, regional escalations, women symposiums, and national support systems.
- Conducted regional conferences, implemented best practices, monitored P&L, and optimized cost savings.
- Developed and led regional calls to inform teams of KPIs and operational updates.
- Established a Regional SA HUB using Teams to facilitate knowledge transfer and create a collaborative environment.
- Handled escalations and provided guidance to Wealth Advisors and their teams.
Branch Administrator
National Bank Fiancial Wealth Management
11.2019 - 11.2020
- Assessed employee performance and developed improvement plans.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Branch Administrator
National Bank Fiancial Wealth Management
03.2011 - 07.2014
- Same as above.
Education
Investment Dealer's Supervision -
Canadian Securities Institute
Canada2024
Conduct And Practices Handbook -
Canadian Securities Institute
Canada08.2019
Canadian Securities Course -
Canadian Securities Institute
Canada06.2019
B. Ed Secondary - Secondary Education
University of Alberta
Edmonton, AB12.2009
Skills
- Time Management
- Records Management
- Practice Management Compliance
- Complex Problem-Solving
- Flexible and Adaptable
- Self-Motivated
- Critical Thinking
- Active Listening
- Learning Strategies
Accomplishments
- 2005 - Founder of the breast cancer fundraiser "Bringing Home the Dream" raising over $450,000 for breast cancer research in Alberta.
- 2008 - Named to the sizzling 20 under 30 for philanthropy contribution, by Edmontonian's Magazine.
- 2009- Shortlisted for the Canadian Equestrian Team (Show Jumping).
- 2011 to 2012- Committee member for the Alberta Cancer Institute's breast cancer fundraiser "Bust a Move".
Languages
English
Full Professional
Timeline
Co-Owner
Goalie Blok Inc.
05.2023 - Current
Regional Administrative Manager
NationalBank Financial Wealth Mangement
11.2020 - 05.2023
Branch Administrator
National Bank Fiancial Wealth Management
11.2019 - 11.2020
Branch Administrator
National Bank Fiancial Wealth Management
03.2011 - 07.2014
Investment Dealer's Supervision -
Canadian Securities Institute
Conduct And Practices Handbook -
Canadian Securities Institute
Canadian Securities Course -
Canadian Securities Institute
B. Ed Secondary - Secondary Education
University of Alberta
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