Kate Green, MBA
About Kate Green, MBA
Kate Green, MBA, is a Senior Financial Analyst with extensive experience in financial reporting and analysis. She currently works at Transamerica, where she manages financial reporting for multiple funds and prepares materials for Board of Director meetings.
Work at Transamerica
Currently, Kate Green serves as a Senior Financial Analyst at Transamerica, where she has worked since 2013. In her role, she manages financial reporting for 15 exchange-traded funds (ETFs) and 4 closed-end funds (CEFs). Additionally, she prepares materials for Board of Director meetings and communicates with shareholders through various platforms. Her expertise in financial analysis and reporting contributes to the operational efficiency of the organization.
Education and Expertise
Kate Green holds an MBA in Financial Management from Benedictine University, which she completed from 2008 to 2011. She also earned a Bachelor of Business Administration with a focus on Management and Organizational Behavior from the same institution, graduating in 2007. Her educational background provides a solid foundation for her expertise in analyzing various asset groups, including asset-backed securities and credit default swaps.
Background
Before joining Transamerica, Kate Green worked at Guggenheim Funds Investment Advisors in various roles from 2007 to 2013. She started as a Fund Administration Associate and progressed to Analyst and Supervisor of Fund Administration. Her experience at Guggenheim involved overseeing fund administration processes and managing financial reporting. Earlier in her career, she worked at MacLean Vehicle Systems, where she was involved in maintenance office tasks and purchasing.
Achievements
In her current position at Transamerica, Kate Green has developed operationally efficient processes for financial reporting by leveraging software solutions. Her role requires extensive computer skills, particularly in Microsoft Office and various accounting software. She plays a key role in preparing materials for quarterly trustee meetings, demonstrating her ability to communicate complex financial information effectively.