Kate Adamson

Analyst, Fixed Income Sales, Investment Bank

3000 followers

Durham, North Carolina, United States

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Timeline
About me
Usually working, and always hungry
Education
- National Cathedral School
  -
  Activities and Societies: Washington Post Music & Dance Scholarship Award for academic achievement and excellence in the Arts // Youth America Grand Prix Finalist (one of 156 worldwide), world's largest ballet scholarship competition
- Princeton University
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  A.B. Economics
  Activities and Societies: Certificate in Theater and Dance // Governor of the Ivy Club // Founding officer of Princeton’s Circle of Women and Princeton University Ballet // Publicity Chair of diSiac Dance Company // President of Performing Arts Council // Mentor with Academic Success Today
Experience
- J.P. Morgan
  Aug 2011 - Jul 2013
  Analyst, Fixed Income Sales, Investment Bank
  Multi-product sales coverage for small to medium-sized banks, selling interest rate cash/derivatives and mortgage securities, hired from the Global Markets Summer Analyst program. - Executed desk’s flow trades (e.g., model trades, hedge interest rate exposure, asset purchases) - Supported 300+ institutional clients (e.g. recommend product solutions, provided front-end research) - Constructed resource for clients to easily compare prices and yields across products - Chosen by application to be a junior mentor, helped managed desk’s internAnalyst (2011-2013), Intern (Summer 2010) Show less
- JPMorganChase
  Jul 2013 - Aug 2015
  Senior Associate, Office of the COO, Office of Regulatory Affairs
  In-house consultant on regulatory policy strategy across various businesses. Focused on digital issues (big data, privacy, cryptocurrencies), as well as traditional banking topics (capital, liquidity, "too big to fail"). - Helped build new team (established brand, processes, governance, communications) - Conducted industry, policy and market research to inform strategy and advocacy - Analyzed potential regulatory impact on businesses and clients - Prepared speeches/presentations/memos for executive leadership - Managed internship programPromoted each year: Sr. Associate (2015), Associate (2014), Analyst (2013) Show less
- Plaid
  Sept 2015 - Mar 2022
  GM and Product Lead for Credit Group. Lead the Access to Credit and Account Portability teams. Responsible for associated product development and effective market delivery. Plaid connects lenders, payment processors, marketplaces, etc. to banking infrastructure. We are a security and tech infrastructure company that enables companies to deliver modern financial experiences to their customers.Responsible for sales growth, exploring and expanding to new verticals, and managing strategic partnerships.
  - Head of Credit Product
    Aug 2021 - Mar 2022
  - Product Lead: Financial Identity Team
    Sept 2018 - Aug 2021
  - Head of Mortgage
    Sept 2017 - Sept 2020
  - Sales + Growth
    Sept 2015 - Sept 2018
- MIRA (Microscopic Image Recognition Algorithms)
  Jan 2019 - now
  Member Board Of Directors, Co-founder
  An industry standard for "fingerprinting" any physical object, inextricably linking the physical to the digital.
- Thrive Capital
  Oct 2022 - May 2023
  Resident
- Folio
  May 2023 - now
  Co-Founder
Licenses & Certifications
- Series 63
  Nov 2011
- Series 7
  Oct 2011
- CFA
  CFA Institute
  Aug 2018