Katarina Hauben Email & Phone Number
Director - Asset and Wealth Management @ Davies - Consulting Division
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Katarina Hauben Location
- New York, NY, US
Katarina Hauben Work
- Director - Asset and Wealth Management @ (March 2026 - Present)
- Board Member @ (August 2024 - Present)
- Independent Financial Services Consultant @ Self-employed (November 2024 - March 2026)
- CPO @ (May 2020 - June 2023)
- Chief Operations Officer @ (June 2016 - May 2020)
- Vice President Project Management @ (January 2012 - May 2016)
- Vice President, Head of Core Operations @ (January 2007 - December 2012)
- Vice President, Head of Alternatives and Retail SMA and Managed Accounts @ (June 1995 - December 2007)
Katarina Hauben Education
- Penn State University
Bachelor of Science (BS) (Finance)
- The University of Georgia
Six Sigma Yellow Belt
- Project Management Certificate Program
Project Management Strategies & Processes
- PMP Certification Course
PMP Certification Prep
Katarina Hauben Skills
- Presenter
- Robust Control
- Large Programs
- Leading transformational change
- Product Design
- Go-to-Market Strategy
- Active Listening
- Strategic Partnerships
- Negotiation
- Market Knowledge
- Key Performance Indicators
- Continuous Improvement
- Team Leadership
- Investment Management
- Vendor Management
- Operational Excellence
- Alternative Investments
- Financial Services
- Operations Management
- Global Asset Management
- Business Process Improvement
- Asset Management
- Hedge Funds
- Creative Problem Solving
- Project Management
- Fixed Income
- Financial Advisory
- Bloomberg
- Leadership
- Securities
- Mutual Funds
- Portfolio Management
- Business Analysis
- Derivatives
- Separately Managed Accounts
- Investment Strategies
- Security Operations
- Onboarding
- Account Reconciliation
- Risk Management
- Strategic Planning
- Finance
- Wealth Management
- FINRA
- Entrepreneurship
- Agile Project Management
- Six Sigma
- Analytical Skills
- Trading Systems
- Software as a Service (SaaS)
- Client Relations Skills
- Strategic Thinking
- Contract Negotiation
- Proxy Voting
- Performance Measurement
- Corporate Actions
- ETFs
- Business Development
- Business Strategy
- Program Management
- Change Management
- Business Planning
- Objectives and Key Results (OKRs)
- Sustainability
- Artificial Intelligence for Business
- Communication
- Middle Office Operations
- Private Equity
- Trade Support
- Equities
- Investments
- Alternative Invetstments
- Software As A Service Saas
- Investement Management
- Leadership Development
- Management
- Software as a Service
Katarina Hauben Summary
- Katarina Hauben, based in New York, NY, US, is currently a Director - Asset and Wealth Management at Davies - Consulting Division. Katarina Hauben brings experience from previous roles at Bowman's Hill Wildflower Preserve Association, Inc., Self-employed and Archer - Investment Management Solutions. Katarina Hauben holds a Bachelor of Science (BS) in Finance @ Penn State University. With a robust skill set that includes Presenter, Robust Control, Large Programs, Leading transformational change, Product Design and more. Katarina Hauben has 1 emails and 2 mobile phone numbers on RocketReach.
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