Kathy Wolf
About Kathy Wolf
Kathy Wolf is an Investment Operations Manager with a Bachelor's degree in Business Administration and Management from Warner Pacific University. She has extensive experience in investment operations, overseeing month-end pricing processes and managing SOX reporting requirements at The Standard since 2015.
Current Role at The Standard
Kathy Wolf serves as the Investment Operations Manager at The Standard, a position she has held since 2015. In this role, she oversees the month-end pricing process for the investment portfolio, collaborating with pricing vendors to ensure accuracy. Kathy manages SOX reporting requirements specifically related to fixed income and derivatives trading. She is responsible for updating and managing ORSA requirements for her business unit, and she processes private placement transactions, working closely with outside legal counsel to meet paperwork requirements and transaction deadlines.
Education and Expertise
Kathy Wolf earned her Bachelor's degree in Business Administration and Management from Warner Pacific University. Her educational background provides a solid foundation for her expertise in investment operations and management. This academic experience complements her extensive professional background in the financial services industry, equipping her with the necessary skills to excel in her current role.
Professional Background
Kathy Wolf has a diverse professional background in the financial services sector. Prior to her current position, she worked at U.S. Bancorp Investments, Inc. in various roles, including Sales Assistant and Retail/Discount Cashier Manager. Her experience also includes a tenure as a Sales Assistant at Shearson Lehman Hutton Inc. Additionally, she served as a Customer Service Manager at Bank of the West. This extensive experience in different capacities has contributed to her comprehensive understanding of investment operations.
Key Responsibilities
In her role as Investment Operations Manager, Kathy Wolf prepares audit committee materials, board materials, watch list reports, and impairment memos. She interacts regularly with senior vice presidents, corporate actuaries, and senior portfolio managers, ensuring effective communication and collaboration across departments. Kathy also handles trust account quarterly true-ups and security movements at the custodian, demonstrating her attention to detail and commitment to operational integrity.