Driving Strategic Efficiency to Lead the Future
By: Katie Kean, Sr. Principal Consulting Manager, Advisors PlusSummary: Strategic efficiency is no longer a back-office metric — it’s the cornerstone of leadership and growth. In our latest blog, Katie Kean, Sr. Principal Consulting Manager with Advisors Plus, shares why the future of leadership in banking will mean driving strategic efficiency at every level — without sacrificing innovation or member experience.
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Author: Katie Kean is a Sr. Principal Consulting Manager for Advisors Plus, a Velera company. With three decades of experience in financial services, Katie enhances portfolio profitability and member experience through her extensive operational and industry experience and deep-dive market analysis. Before joining Advisors Plus, Katie served as part of the CFO team for PNC Bank. Katie holds a B.S. in Business Administration, an MBA and a graduate degree in Enterprise Systems from Central Michigan University and is completing her doctorate at the University of Michigan.
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