Barb Kesterson

Managing Director, Operations Strategy And Execution at Cetera Financial Group

Barb Kesterson has extensive work experience in financial services operations and strategy. Barb has held various leadership roles in companies such as Cetera Financial Group, Consulting Solutions LLC, ING U.S., ING Financial Partners, and ING Advisors Network.

At Cetera Financial Group, Barb served as the Managing Director of Operations Strategy and Execution, where they were responsible for process re-engineering, automation, and change management initiatives. Barb also led experience efforts for mergers and acquisitions.

Previously, they worked as the SVP - Head of Shared Operations at Cetera Financial Group, where they provided leadership for shared service models and implemented strategies to enhance operational efficiencies and customer experiences.

Barb also served as the Vice President - Head of Shared Operations at Cetera Financial Group, where they led licensing and registration, commissions, and transitions shared service teams.

At Consulting Solutions, LLC, Barb worked as the President, Operations & Financial Consultant, delivering customized results to financial services companies.

Barb also held positions at ING U.S., ING Financial Partners, and ING Advisors Network, where they led various operational and financial roles, including virtual leadership of broker dealer operations teams, leading finance and accounting functions, and overseeing commissions and licensing shared service centers.

Overall, Barb Kesterson has a strong background in operations, strategic planning, change management, and customer experience enhancements in the financial services industry.

Barb Kesterson holds a Bachelor of Business Administration (B.B.A.) degree in Finance, General from the University of Iowa. Barb also obtained a Master of Business Administration (M.B.A.) degree in Finance, General from the same university. Additionally, Barb has certifications in FINRA Registrations 4, 7, 24, and 27 from FINRA, and a Six Sigma Executive Green Belt Certification.

Links

Previous companies

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Timeline

  • Managing Director, Operations Strategy And Execution

    August, 2019 - present

  • SVP - Head Of Shared Operations

    June, 2017

  • Vice President - Head Of Shared Operations

    January, 2016

  • Vice President Operations

    April, 2014

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