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Kate Yulis Location
New York, NY, US
Kate Yulis Work
Chief of Staff @ (November 2025 - Present)
Global SVP - Customer Success @ (May 2023 - July 2025)
Head of Operations @ (June 2020 - May 2023)
Head of Customer Experience @ (June 2017 - June 2020)
Vice President, Product and Marketing Manager @ (September 2014 - June 2017)
Vice President, Product Management @ (September 2014 - January 2015)
Assistant Vice President - Operations and Technology Risk Management, Business Office @ (July 2013 - September 2014)
Assistant Vice President - Institutional Clients Group Tech, Markets and Private Bank Ops, CAO Office @ (July 2011 - July 2013)
Senior Business Analyst - Citi Transactional Services (CTS) Technology and LATAM @ (December 2009 - July 2011)
Kate Yulis Education
University of San Diego
Certificate of Undergraduate Studies (Military and Strategic Leadership)
2023-2023
Hunter College
Biopsychology
2005-2009
Hunter College
Bachelor of Arts (PSYCHOLOGY)
2001-2005
Kate Yulis Skills
Banking
Business Analysis
Credit
Credit Cards
Credit Risk
Financial Services
Portfolio Management
Relationship Management
Risk Management
Vendor Management
Business Process Improvement
IT Strategy
Management
Process Improvement
Program Management
Project Management
SDLC
Strategy
Leadership
Software Development Life Cycle (SDLC)
Account Executives
Account Portfolio Management
Acquisition Integration
Biology
Business Insights
Business Transformation
CAB
Communication Training
Continuous Improvement Culture
Cultural Transformation
Customer Experience Analysis
Customer Experience Management
Customer Experience Transformation
Customer Success
Customer-Focused Service
Development & implementation of marketing plans
Enterprise Delivery
Executive Communications Support
Executive Management
Executive Operations Management
Executive Sponsorship
Executive Support
FinTech
Financial Modeling
GTM Strategy
Gainsight
Global Operations
Go-to-Market Strategy
High Performance Teams
IT Risk Management
Information and Communications Technology (ICT)
Innovation Management
Integrating Acquisitions
Internal Training
Investments
LATAM
LATAM Markets
Leadership Development
Leading transformational change
Management Of International Teams
Market Planning
Marketing Partnerships
Marketing Strategy
Mergers & Acquisitions (M&A)
Multicultural Team Leadership
Neuropsychology
Operational Transformation
Operations Management
Overseeing Projects
People Management
Positioning (Marketing)
Post-Merger Itegration
Private Equity
Process Optimization
Product Management
Reducing Operating Costs
Regulatory Compliance
Revenue Forecasting
SaaS Development
SaaS Sales
Service Transformation
Software as a Service (SaaS)
Strategic Roadmaps
Technology Adoption
Third Party Risk Management (TPRM)
Workplace Planning
Business Development
Microsoft Word
Microsoft Excel
Software Development Life Cycle Sdlc
Microsoft Office
Research
Public Speaking
Software Development Life Cycle
Kate Yulis Summary
Kate Yulis, based in New York, NY, US, is currently a Chief of Staff at Dispatch Energy. Kate Yulis brings experience from previous roles at Learning Pool, True Office Learning (now Learning Pool) and NYSE. Kate Yulis holds a 2023 - 2023 Certificate of Undergraduate Studies in Military and Strategic Leadership @ University of San Diego. With a robust skill set that includes Banking, Business Analysis, Credit, Credit Cards, Credit Risk and more. Kate Yulis has 2 emails and 1 mobile phone numbers on RocketReach.
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