Kathleen DeRose

 
Academic Role and Responsibilities

Kathleen Traynor DeRose has built a prestigious career in finance and fintech, marked by impressive achievements and a strong academic background. She is currently a Clinical Associate Professor of Finance at the NYU Stern School of Business, where she also serves as the Director of the Fubon Center for Technology, Business, and Innovation. Her academic role includes overseeing the Fintech Master's program, highlighting her commitment to advancing financial education.

 
Educational Background

DeRose's educational journey is notable. She earned a Master's Degree in Contemporary Chinese Studies from the University of Oxford, which showcases her interest in global economic dynamics. She also holds an MBA from the TRIUM program, a collaborative effort between NYU Stern, the London School of Economics (LSE), and HEC Paris. Her undergraduate studies were completed at Princeton University, where she focused on American History with a thesis on U.S.-Chinese economic relations in the 1920s. This diverse educational foundation underscores her expertise in both historical and contemporary finance issues.

 
Professional Career

Her career path is distinguished by significant positions in various financial institutions and fintech companies. Early in her career, she worked as Vice President at Chase Manhattan Bank and then moved on to Deutsche Bank, where she became a Managing Director. Her leadership skills and strategic acumen were further honed at Bessemer Trust and Hagin Investment Management, where she held senior roles.

 
Key Career Milestones

A significant milestone in her career was her tenure at Credit Suisse in Zurich, where she served as Managing Director and headed Business Strategy & Solutions in Investment Strategy & Research. Following this, she took on non-executive roles, contributing her expertise to several high-profile organizations including the London Stock Exchange Group, Voya Financial, Enfusion, and Experian.

 
Leadership in Wealthtech

Kathleen also led Evolute Group AG, a wealthtech software platform, first as a Non-Executive Director and then as Board Chair. Her leadership was instrumental in steering the company through to a successful exit in December 2020.

 
Advocacy and Skillset

Throughout her career, Kathleen has been a proponent of digital transformation and diversity initiatives within the finance sector. Her skills span a broad range of financial disciplines including investment strategies, asset management, portfolio management, and alternative investments. With certifications in Series 63 and Series 7 from FINRA, she has the credentials to back her extensive experience.

 
Conclusion

In summary, Kathleen DeRose is a seasoned finance professional and academic with a robust career spanning over several decades. Her journey through various high-stakes roles in major financial institutions and fintech companies, combined with her passion for education and innovation, makes her a distinguished figure in the finance industry.