Kathie Baran
About Kathie Baran
Kathie Baran is the Senior Vice-President of Operations with over 20 years of experience in the financial services industry, specializing in operational efficiency and leveraging technology.
Kathie Baran: Senior Vice-President, Operations
Kathie Baran holds the title of Senior Vice-President, Operations. She possesses over 20 years of operational expertise in the financial services industry. Throughout her career, she has taken on various leadership roles, enhancing the operational capabilities of numerous organizations. Her roles have encompassed a wide range of responsibilities, making her a seasoned professional in the field.
Kathie Baran's Role at CI Assante Wealth Management
Kathie Baran served as Senior Vice-President, Operations at CI Assante Wealth Management. During her tenure, she oversaw the IIROC and MFDA back-office functions, as well as the high-net-worth Private Client offering. Her focus was on optimizing operations to better serve advisors and clients, leveraging her extensive experience to improve financial services.
Kathie Baran's Career in Financial Services
Kathie Baran began her career in the financial services industry at Great-West Life. Her professional journey has spanned asset management, wealth management (including MFDA, IIROC, and ICPM), and direct trading. Over the years, she has developed a deep understanding of various facets of financial services, consistently aiming to leverage technology to enhance operational efficiency and client experiences.
Kathie Baran: Head of Technology at Guardian Capital Group
In her most recent role, Kathie Baran served as the Head of Technology for Guardian Capital Group. She focused on utilizing technological advancements to improve operational processes and enhance the overall client experience. Her leadership in technology has been a critical component of her contributions to the financial services industry.
Kathie Baran's Education and Expertise
Kathie Baran holds a degree in Economics from the University of Manitoba. Along with her extensive academic background, she has accumulated over 20 years of operational expertise in the financial services industry. Her comprehensive knowledge spans asset management, wealth management, and direct trading, making her a valuable asset in leadership roles across several prominent firms.