The Investment Company Institute has promoted Kathleen Joaquin to the position of chief industry operations officer, replacing 25-year veteran Donald Boteler, who retired earlier in the month.
In her new role, Joaquin will report directly to the ICI's president and Chief Executive Pfficer Paul Schott Stevens. She will lead the trade group’s operations staff, and head a number of initiatives related to such issues as transfer agency, shareholder servicing, clearance and settlement. Other industry subject areas under her purview will include custody, fund accounting and reporting, as well as technology.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access