Kate Gory

Chief Operating Officer @Individual Tax Service

OperationsProduct LeaderStrategy and Product growthStrategic managementInvestment ManagementExpansionEngagement ManagerBanking & Capital MarketsUnited StatesExecutive CoachBusiness OwnerCompliance Officer💼 C-level Executive🧨 ConsultingBanking Operations🏦 FinanceCOOProduct ManagerBusiness AnalystAdvisor

People are at the heart of everything I do. I believe people do their best work when they are encouraged to bring their whole self to work, are held to high standards, and are empowered and supported to achieve fantastic results. As a senior executive, I have navigated global market complexities, consistently broken records, and driven market expansions in start-ups and Fortune 200 companies. Leading global teams, I am adept at forging deep relationships across heavily matrixed and decentralized organizations enabling my collaborative approach that regularly outperforms against the competition. I deliver award-winning digital experiences and client-centered products through a consistent application of operational excellence, scaled product management, and data-driven decision making.

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Work Background

Individual TaxServiceChief Operating Officer

Jan. 2024Oak Lawn, Illinois, United StatesOptimizing operations and accelerating growth for entrepreneurial tax preparation business.

Charles SchwabManaging Director Digital Product Management

Oct. 2021 - Jan. 2024Chicago, Illinois, United StatesSpearheaded Digital Services Experiences team, efficiently leading multidisciplinary teams that enhanced digital experiences through innovative product management, content management, publishing, and experimentation strategies. Instrumental in TD Ameritrade acquisition, the largest financial services acquisition ever completed. Integrated and optimized digital experiences, facilitated seamless integration processes, and achieved minimal disruption to clients.

Charles SchwabManaging Director Global Enterprise Solutions

Mar. 2016 - Oct. 2021Chicago, Illinois, United StatesLed client experience, product management, international sales, and client service teams. Managed rapidly expanding team, growing from 10-person team to 150+ employee cross-functional organization. Focused on client experience and product management for a global trading platform, catering to multi-currency and multi-country trading, and encompassing all aspects of client experience for non-U.S. residents. Guided service teams to effectively handle record-breaking volumes while limiting client and employee attrition.

Charles SchwabDirector International Client Experience and Product Management

Mar. 2013 - Mar. 2016Chicago, Illinois, United States | SingaporeScaled growth of organization, building diverse teams and recruiting talent across 3 countries. Led optionsXpress Singapore as CEO in 2015, managing local operations, including recruitment, business development, and regulatory relations. Concurrently, continued to oversee US-based Client Experience and Product Management team, focused on creation of client-centric strategies for adapting US financial products to international markets.

optionsXpressAVP International Operations

Feb. 2004 - Sep. 2011Chicago, Illinois, United StatesPlayed pivotal role in expanding operations internationally, including setting up and managing operations in Canada, Singapore and the Netherlands, showcasing global business acumen and operational management skills. Contributed significantly to every company acquisition, showcasing consistent track record of involvement and success in major corporate initiatives.