Kim Wolfe

Director at Barclays Corporate

Summary
As a Global Operations Leader with a footprint across 4 continents, I build processes, systems, and infrastructures that sustain corporate strategies, align with business goals, and reduce costs. Deploying 5 Centers of Excellence, I pioneered best practices that produced high-value, deep-impact, large scale solutions. My efforts earned nominations for 2008, 2010 and 2011 Barclays Woman of the Year Award, and I was selected for and completed the inaugural Eagle Leadership Program designed for top 10% performers infrastructure-wide. With a strong focus on talent development, I've groomed next-generation top-performers, piloted an intensive leadership project, steered diversity initiatives, and trained more than 1000 employees. I enjoy being a global citizen, where I can leverage cultural acumen gained from diverse international successes and organizational insights to achieve groundbreaking initiatives and ROI around the world.

Specialties
Strategic Planning * Change Management * Global Acumen * Driving Technological Change * Financial Markets * Cross-Cluster and Cross-Product Management * Client Service * Leadership Development * Coaching & Mentoring * Operations / Management Best Practices * Center of Excellence Models

Experience
America's COO at Barclays Corporate Banking May 2012 - Present (1 year) Director, Global Head of Client On-Boarding and Reference Data at Barclays Capital March 2009 - May 2012 (3 years 3 months) Leading the identification and integration of synergies between Barcap, Wealth, and the Corporate Bank client on-boarding and use of the reference data platforms and content. Drive education and implementation of Dodd Frank legislation (LEI). Administer budget and manage over 600 reports globally across the US, UK, and APAC regions. -> Head Steering Committee of 10-12 senior Managing Directors across business and infrastructure. Serve as board member on the Enterprise Data Management Council. -> Piloting vital technology conversion and defined, syndicated, and deploying a firm-wide 3-year reference data strategy.

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-> Originated a data governance and control model for client, account, and product data. -> Architected a 3-year plan that will effect significant savings through re-engineering and location strategy. -> Founded a comprehensive development program and extended individual mentoring for 50 AVPs worldwide. Created 10 training modules and conducted year long, bi-weekly meetings via video conferencing. -> Consistently maintained low regretted turnover rates to through personal engagement and coaching, as well as encouraging mobility, fostering diversity, and nurturing employee growth. -> Appointed as Diversity Lead for Scotland and coined Instilling Diversity into our DNA. **Team honored as UK National Customer Service Award finalist, reserved for distinguished 1% performers. 1 recommendation available upon request US Operations COO and Head of US Shared Services at Barclays Capital November 2007 - March 2009 (1 year 5 months) Change management leader guiding cultural unification after Lehman acquisition. Partner on team handling the operations due diligence of Lehman and coordinated interactions with auditors and regulators. Managed 200 staff. -> Directed the complex incorporation of protocols, systems, and employees across Lehman and Barcap for the Client On-Boarding, Reference Data, Operations Control, Client Service, KYC, Client Valuations, and Collateral departments. -> Supported US Regional Head of Operations with project management, budgets, MIS, and communications. Global Head of Operations Client Services at Barclays Capital November 2006 - November 2007 (1 year 1 month) Instituted the first Global Operations Client Service unit in company history to bolster realtionships with premier clients. Recruited, cultivated, and retained key talent in all geographic locations to facilitate a single point of contact for clients accommodating all time zones. -> Shadowed consultants, interviewed global sales executives, and analyzed competitive intelligence to craft the winning strategy for the Center of Excellence foundation from idea to implementation. -> Presented an international road show that clarified the mission, contextualized value, and reinforced partnerships.

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-> Revolutionized the operations service model, devising and delivering client service information sessions in conjunction with consultants that empowered 1000 global staff members. -> Drove Barclays Capital to strong standings in the Z-Yen survey for overall Operations Client Service. Earned superior feedback from clients and sales force. -> Chaired regular strategy sessions with business principals and Global Head of Sales for each client account to review feedback and identify opportunities. -> Helmed a global professional development program that ensured a robust talent pipeline was groomed.and advocated for next-generation leaders. Head of Operations Control, Trade Support, Tax, & KYC at Barclays Capital June 2000 - November 2006 (6 years 6 months) Built world-class team and elevated focus from clerical administration to strategic business operational assistance. Managed 50+ reports spanning 4 divisions, upholding morale and productivity during devastating 9/11 crisis. Partnered with Operations colleagues to gather and compile data, designing integral KPI/RPI statistics and reports for insight and transparency. Signed off on monthly balance sheet. -> Hired, instructed, and coached sought after managers and analysts, with more than 40% of team promoted within the firm during 6 year tenure. -> Determined best practices and ensured books and records were reconciled. Perfected essential reporting framework that brought clarity and precision into decision-making processes. -> Expanded breadth of ownership and established controls, procedures, and documentation methodologies that resulted in 5 consecutive years without any audit points within the division. -> Complimented by prestigious external consultants after evaluation for having the best-in-class operations organization compared to ENTIRE industry. VP, Control Operations: Key Indicators & Operational Risk at Deutsche Bank September 1993 - May 2000 (6 years 9 months) Hand selected to construct middle office from inception to peak-functioning operations department with 45-member global team in 3 years. Concurrently spearheaded crucial special projects as needed. Analyzed metrics to measure operational performance, risk, and efficiency. Identified areas requiring improvement and minimized exposure through business process reengineering. **Special Project Oversight:
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LA BALANCE SHEET/FUNDING CONTROL Automated and restructured the balance sheet and funding reconciliations for all Latin American currencies. Continued dual accountabilities for Latin American/US Trading middle office teams. LATIN AMERICA P/L GROUP Supported Latin American trading businesses, travelling to Brazil, Mexico, and Chile to resolve P/L and operational issues (fails, nostro breaks, trade entry errors, missing confirmations) with local teams. TRADING & SALES P/L Streamlined P/L processes throughout New York, London, and Latin America, generating ~$3 million in savings over 4 years. Collaborated with senior leaders to recruit and assemble the middle office for Trading/Sales. Reported and prepared P/L for the US derivatives business and performed sensitivity analysis on portfolios. P/L Analyst at Societe Generale December 1991 - September 1993 (1 year 10 months) Reported P/L for the US plain vanilla and complex derivatives business. Calculated market risk on the portfolio using DV01 methodologies. Analyst at Manufacturers Hanover Trust April 1990 - December 1991 (1 year 9 months) Calculated credit exposure for plain vanilla and exotic, complex derivative transactions. Aided and educated lending officers to obtain timely credit approvals.

Skills & Expertise

Strategy Leadership Management Performance Management Stakeholder Management Due Diligence Project Management Middle Office Fixed Income Talent Management Portfolio Management

Education
University of Pennsylvania - The Wharton School MBA, Concentration in Entrepreneurship, 1998 - 2000

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Saint John's University BS, Quantitative Analysis, 1986 - 1990 Activities and Societies: News Editor for the ARROW newspaper; started a chapter of Phi Chi Theta National Business Fraternity and went on to achieve the position of Assistant Northeast Regional Director

Honors and Awards

Nominated in three different years for the Woman of the Year Award. Selected for and completed the Barclays Capital Infrastructure Eagle Leadership Programme for high performing Directors.

Interests
Quad biking; digital scrapbooking, family

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Kim Wolfe
Director at Barclays Corporate

1 person has recommended Kim

"" Luigi L., Director, Barclays Capital, worked directly with Kim at Barclays Capital

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