Katelyn Ristau Shackleton
About Katelyn Ristau Shackleton
Strategic financial executive, experienced with transformation, driving bottom line results, and directing high performing teams Currently lead Business Management for the Chief Administrative Office of Wells Fargo. Responsibilities include strategic planning, policy management, execution of core operational risk and compliance programs, employee engagement and diversity & inclusion. My past experience includes: - Head of Strategy for Wells Fargo Wealth Management. Directed the business strategy and planning for the distribution and product organizations serving Affluent through Ultra High Net Worth clients. National team of ~10 managed 20+ projects simultaneously. Member of Management Committee. - Chief of Staff and Head of Global Project Management and Strategy for Goldman Sachs Asset Management Operations. Responsible for strategy and execution of global projects portfolio, with focus on client experience, process re-engineering, and regulatory initiatives. Global team across US, EMEA, and Asia managing 50 – 60 projects simultaneously. As Chief of Staff, supported division head in relationship management with business and technology counterparts; running annual strategic planning process; global communications; and financial oversight (budgeting, cost analysis, headcount) for organization of ~1000 employees across 15 locations, worldwide. - VP of Strategy and Business Development at JP Morgan Private Bank. Directed key initiatives for CEO/CFO in support of Private Bank’s global growth objectives; managed teams of 2-5 analysts and associates. - VP at Morgan Stanley Global Wealth Management. Led components of large, cross-functional initiative s from strategic planning through execution. My career began in management consulting at Deloitte. As a member of the Strategy & Operations practice, I managed work streams for large ($5MM-$1B), multi-year projects; financial services and consumer products industry focus. Outside of work, I’m active in the sailing community and support the arts, land conservation, and animal welfare.