Katie Jones is a highly experienced professional in team management across global locations, well-versed in trade regulations, settlement practices worldwide, and global network expertise.

She excels in operational risk management, workflow efficiency, and operational processes in global markets, including registration and tax requirements, bringing commitment and motivation to each task.

Katie studied Sociology at Saint Joseph's University and has held various key positions at Charles Schwab Investment Management, Inc., including Managing Director, Director, Senior Manager of Finance, and Equity Trader.

Prior to her roles at Charles Schwab, she worked as a Transition Management Specialist at PFPC Trust Company and in Global Custody Administration.