Katelyn Sullivan Email & Phone Number
Internal Audit and Compliance Manager @ North Atlantic States Carpenters Benefit Funds
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Katelyn Sullivan Location
- Stoneham, MA, US
Katelyn Sullivan Work
- 2023 -now Internal Audit and Compliance Manager @
- 2022 -2023 Compliance Manager, Program Governance @
- 2017 -2022 First Line Risk and Controls Manager, Assistant Vice President @
- 2014 -2017 Compliance Manager @
- 2013 -2014 Business Analyst @
- 2012 -2013 Webcasting Business Analyst @ Thomson Reuters
- 2011 -2012 Analyst, Financial Expense and Analysis Group (Contract Position) @
- 2008 -2011 Proxy Operations Manager @
- 2006 -2008 Senior Specialist, Compliance Support Services @
- 2005 -2006 Proxy Analyst @
- 2003 -2005 Trade Settlements Analyst @
Katelyn Sullivan Education
- Suffolk University - Sawyer School of Management
MBA (Organizational Behavior)
2003-2005 - Babson College
Bachelor of Science (Finance and International Studies)
1996-2000 - Wellesley High School 1992-1996
Katelyn Sullivan Skills
- Governance, Risk Management, and Compliance (GRC)
- Problem Solving
- Project Plans
- Information Technology
- Software Testing
- Operational Risk Management
- Risk Analysis
- Presentations
- Compliance Management
- Auditing
- Operations Management
- Project Planning
- Project Implementation
- System Testing
- Group Presentations
- Customer Presentations
- Subscription Management
- Client Relations
- System Administration
- Microsoft Office
- Business Continuity Planning
- Vendor Management
- Policy Analysis
- Internal Controls
- Training Manuals
- SharePoint
- Database Administration
- SEC reporting
- Reporting & Analysis
- Compliance
- Analysis
- SEC filings
- SQL
- PeopleSoft
- Integration
- Forecasting
- Change Management
- Securities
- Governance
- Management
- Business Analysis
- Equities
- Risk Management
- Financial Services
- Project Management
- Finance
- Leadership
- Certify
- Financial Advisory
- SEC
- Variance Analysis
- Metrics Reporting
- Planning
- Market
- Insurance
- Reporting Systems
- Vendors
- Sales
- Community
- Pwc
- Viewpoint
- Reporting And Analysis
- Fee
- Memos
- Amazon RDS
- International Relations
- Language Development
- 401k
- Market Information
- Restrictions
- File Review
- Proxy
- Business Administration
- Savings
- Road
- International Studies
- Business Partners
- Facilitation
- Reuters
- Customer Support
- Subscription
- Benchmarking
- Revenue
- Science
- Line Of Business
- Indices
- Funding
- Ongoing Support
- Metrics
- Custodians
- Investment Management
- Rules
- Broadcast
- Proxy Voting
- Spanish
- LexisNexis
- Boston
- Hosting
- Compliance Support
- Friendly
- Publications
- Subscriptions
- Baseline
- Salesforce.com
- Human Resources
- Source
- Market Data
- Site Visits
- Daily Operations
- Philadelphia
- Elimination
- Settlement
- Hoover'S
- Networking
- Portfolio Management
- Data Validation
- System
- Telecommunications
- Business Services
- Bloomberg
- Compact
- Validation
- Variance Explanations
- Humanities
- Sage Act
- Reports
- Certification
- Account Reconciliation
- Billing Process
- Testing
- High Yield
- Disaster Recovery
- Great Plains Software
- Enterprise Software
- Glass
- Corporate Governance
- Supply
- Portfolio Managers
- Research
- System Monitoring
- Reporting
- Accounts Payable
- Capital
- Liaise
- Loans
- Payroll
- Written
- P&L
- SAP
- Perspective
- Corporate Finance
- RFP
- Webcasting
- Applications
- Vendor Relations
- Fidelity
- Communication
- Reasonable
- Advertising
- Fund Accounting
- RFI
- Regulatory Requirements
- Operations
- Microsoft Access
- Voting
- Microsoft Project
- QuickBooks
- Project
- Rollout
- Contractual Agreements
- Analytical Support
- Data Migration
- Services
- Computer Proficiency
- Websites
- Responsibility
- Internal Audit
- Cco
- Policies and Procedures
- Regulations
- Banking
- Business Units
- Art
- Executive Management
- Portals
- Portfolio
- Trust
- Proquest
- History
- Headcount
- Microsoft Exchange
- Coordinate
- Investments
- Regulatory Standards
- Guidelines
- Regression Testing
- FactSet
- Visio
- Materials
- Mutual Funds
- Implantation
- Parties
- Organizational Behavior
- Cash
- Agents
- Operational Risk
- Platforms
- Invoicing
- Trustee
- Accounting Applications
- Budgets
- Financial Transactions
- Light
- Client Presentation
- Due Diligence
- Inclusion
- Trading
- Depository
- Eze Castle
- Traders
- Coordinated
- Siebel
- Dealers
- PowerPoint
- Social Media
- Teamwork
- Microsoft Excel
- Microsoft Word
- Customer Service
- Public Speaking
- Google Analytics
- Final Cut Pro
- Photoshop
Katelyn Sullivan Summary
- Katelyn Sullivan, based in Stoneham, MA, US, is currently a Internal Audit and Compliance Manager at North Atlantic States Carpenters Benefit Funds. Katelyn Sullivan brings experience from previous roles at HarbourVest Partners, State Street Global Advisors, Ameriprise Financial Services, Inc. and NASDAQ OMX. Katelyn Sullivan holds a 2003 - 2005 MBA in Organizational Behavior @ Suffolk University - Sawyer School of Management. With a robust skill set that includes Governance, Risk Management, and Compliance (GRC), Problem Solving, Project Plans, Information Technology, Software Testing and more. Katelyn Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.
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