Kathleen Kalu-Anderson

Kathleen Kalu-Anderson has a diverse work experience, starting with their current role as the Director of Client & Wealth Operations at Secfi since July 2023. Prior to that, they held positions at Secfi as the Senior Manager of Client Operations from January 2022 to July 2023, and as the Manager of Client Operations from March 2021 to January 2022. Kathleen also served as the Vice President of Investment Advice at Rebalance from September 2017 to October 2020. Before that, they worked as a Compliance Analyst at Tiedemann Advisors from October 2016 to September 2017, and at The Presidio Group LLC from April 2015 to September 2016. Kathleen also worked as a Client Service Associate at The Presidio Group LLC from February 2014 to April 2015. Prior to that, they were an Associate of Client Reporting at BlackRock from October 2010 to February 2014, and a Senior Associate of Fund Accounting at State Street Bank from January 2007 to September 2010. Kathleen began their career as a Student Assistant to the Dean at UC Davis from June 2004 to December 2006.

Kathleen Kalu-Anderson attended the University of California, Davis from 2003 to 2006, where they obtained a Bachelor of Arts (B.A.) degree in Sociology - Organizational Studies, with a minor in Asian-American Studies. In terms of additional certifications, they obtained the Series 63 and Series 7 certifications from FINRA in 2021 and the Series 65 certification in 2017.