Karyn Holik

Treasurer And Head Of Capital @ Wealthsimple

About Karyn Holik

Karyn Holik is the Treasurer and Head of Capital at Wealthsimple, with extensive experience in treasury and financial roles across various organizations in the New York City Metropolitan Area.

Treasurer and Head of Capital at Wealthsimple

Karyn Holik serves as the Treasurer and Head of Capital at Wealthsimple, beginning her tenure in 2022. Based in the New York City Metropolitan Area, she brings extensive experience in financial management and capital strategy to her role. Wealthsimple, a prominent financial technology company, benefits from her comprehensive background in treasury operations and capital management.

Treasurer at Level

Karyn Holik worked as Treasurer at Level from 2021 to 2022. During her 8-month tenure in the New York City Metropolitan Area, she handled various treasury functions, contributing to the company's financial strategy and overall fiscal health. Her role involved overseeing financial planning, liquidity management, and risk assessment.

Head of Treasury at Affirm

At Affirm, Karyn Holik held the position of Head of Treasury, Senior Director from 2019 to 2021. Over her 2-year tenure in the New York City Metropolitan Area, she managed the company's treasury operations, including liquidity, funding, and cash management. Her work supported Affirm's mission to provide transparent financial products and fostered its financial stability.

Deputy Treasurer at Bank of China

In her role as Deputy Treasurer & Head of Liquidity and Funding at Bank of China from 2018 to 2019, Karyn Holik was responsible for the bank's liquidity management and funding strategies. Based in the New York City Metropolitan Area, she developed and implemented policies to enhance the bank's financial resilience and operational efficiency.

Vice President at Societe Generale Corporate and Investment Banking

Karyn Holik served as Vice President - Asset Liability Management at Societe Generale Corporate and Investment Banking - SGCIB from 2017 to 2018. During her year-long tenure in the Greater New York City Area, she focused on managing the bank's balance sheet, monitoring asset-liability alignment, and optimizing financial performance.

Manager - Treasury Consulting at Deloitte

From 2015 to 2017, Karyn Holik worked as Manager - Treasury Consulting at Deloitte in the Greater New York City Area. Over these 2 years, she provided expert advisory services in treasury management, helping clients optimize their treasury operations, manage risks, and implement best practices.

Capital Markets at Capital One

Karyn Holik spent 3 years, from 2012 to 2015, as part of the Capital Markets - US Rates Sales team at Capital One in the Greater New York City Area. She was involved in sales and trading of US rates products, contributing to the bank's market presence and financial offerings.

Financial and Market Research Analyst at JLL

In 2011, Karyn Holik worked as a Financial and Market Research Analyst at JLL for 1 month in Richmond, Virginia. During this time, she conducted financial and market analyses, supporting the company's research initiatives and providing valuable insights into market trends.

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