Kathleen O’Daly

Franklin, TN 37064 | 949.610.5392 |

September 3, 2016


Dear Hiring Manager:

I am applying for your open position, Director of Sales Operations at in Nashville, TN.  I have an MBA in Finance, BA in Economics, and have over a decade of experience driving strategy, formulating sales plans and managing teams to deliver best-in-class service. For example, I directed multiple work streams focused on new product development; managed teams in India during a global rollout; and have facilitated the preparation of major financial initiatives at top investment banks.  I have a reputation as a strong analytical thinker that can communicate clearly and effectively across business units.

I believe I am the perfect candidate for this role because I am known for exceeding service and business goals.  I have superior collaboration skills and have demonstrated them throughout my career. Additionally, I have extensive thought leadership and strategic planning experience. Furthermore, I have a passion for delivering superior results and thrive in innovative environments where I can leverage my knowledge of current business trends.

I am relocating from New York City to Franklin at the end of September and could start on

September 29th.  I am willing to pay for my own travel expenses if you require an in-person

interview before that date.


I look forward to hearing from you soon.


Kathleen O’Daly



CAREER SUMMARY:   Corporate executive with expertise in Business Development, Sales and Operations, optimizing growth and profits for leading companies.





JPMorgan Chase & Co. – Brooklyn, NY

Vice President, KYC Case Lead, Compliance Operations – Corporate & Investment Bank

January 2015 – Present

Build relationships with clients, front office staff, senior management, technology groups, relationship managers, and compliance managers during remediation of high risk client accounts
Mobilize internal networks to develop, improve and enforce compliance and regulatory controls to the applicable sections of the USA Patriot Act and OFAC guidelines for North America, EMEA, LATAM and APAC
Hired, trained and manage 28 analysts on CIP KYC/AML guidelines and procedures
Leader in global metrics for completed account remediation

Integrated Media Technologies – Brooklyn, NY

Vice President, Operations – Interactive Video Learning, Media Technology

August 2012 – September 2014

Reported to CEO and determined resources needed to execute $20MM contract
Led procurement and vendor management throughout the USA, China, India and EU
Recruited/trained staff (20+) to execute high-profile initiative for Fortune 10 client
Negotiated all contracts for the division including MSAs, SLAs, SOWs, RFPs, RFBs and NDAs
Developed relationships and key partnerships saving over $163k in 6 months
Executed global sales initiative resulting in 47% profit margin
Oppenheimer & Co., Inc. – Los Angeles, CA

Financial Advisor, Private Wealth Management

November 2009 – May 2012

Sold investment products and managed portfolios for UHNW individuals and C&I clients
Prospected and developed new accounts via community events, referrals and seminars
Proven track record of developing strong relationships with business service partners to drive sales
As an NASD/FINRA Series 7 & 66 licensed advisor, built $37MM book of business











Union Bank of Switzerland (UBS) – Beverly Hills, CA

Financial Advisor, Private Wealth Management

November 2007 – November 2009

Created investment strategies for clients as an NASD/FINRA Series 7 & 66 licensed advisor
Delivered thought leadership to prospects and clients in partnership with business service teams
Engaged internal product stakeholders when pitching solutions to client-centric issues such as capital preservation
Developed and enhanced client knowledge via weekly “Lunch & Learns” to promote new business
Grew accounts to over $10MM in New Net Assets during height of the Financial Crisis
General Electric (GE Money/WMC Mortgage) – Los Angeles, CA

Vice President, Business Development | M&A, Consumer Finance

June 2006 – November 2007

Directed international cross-functional mortgage product teams in Canada, France, Mexico and the UK
Led multiple work streams resulting in funding 150 loans at $57MM
Won recognition awards for successful development of 50/30, 30 I/O and 40/30 mortgage products
Selected as the top candidate for GE’s Mortgage Banker Global Leadership Program
Countrywide Financial Corporation (Bank of America) – Calabasas, CA

Assistant Vice President, Product Development, Wholesale Mortgage Lending

November 2001 – June 2006

·      Promoted from Sr. Financial Analyst and Pricing Specialist positions

·      Identified and analyzed product needs based on wholesale and retail channels for national account executives

·      Hired, trained and managed team of 10 mortgage research analysts

·      Led cross-functional teams during the expansion of mortgage product line

Drove the design, development, implementation and quality control of competitive intelligence website for national account executives resulting in $230MM in revenues
Oak Crest Properties, Inc. – Los Angeles, CA

Broker/Project Manager, Residential Real Estate

March 1997 – November 2001

·       As licensed Real Estate and Mortgage Broker, procured, refurbished and sold residential property

·       Counseled first-time home buyers during mortgage origination process

·       Originated Fannie Mae, Freddie Mac, FHA, 203k, VA and Conventional home loans

·       Closed over $5MM in loans and sales in low income HUD revitalization zones





Master of Business Administration (MBA), Finance (GPA 3.9)

Pepperdine University Graziadio School of Business and Management


Bachelor of Arts, Economics (Dean’s List Honors)

University of California at Los Angeles (UCLA)


Licensed Real Estate Broker (CA)                                                                                                     cell:  949-610-5392




09/94-03/97 BA ECONOMICS



08/04-12/05 MBA FINANCE

3.9 GPA