Kathy Zureik

HR Client Operations Lead at Peoplescape
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

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5.0

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/ Based on 2 ratings
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David Peace

Kathy is by far the hardest worker I've ever met. Her dedication to her work, and her colleagues is truly amazing. She's clear about the goals she wants to achieve, and ensures she works with those necessary to get things done. Kathy is just a pleasure to work with!

Steve Lin

Kathy is the backbone of the organization and one of the hardest workers you will meet. From product planning and development to item management and inventory to production and pack-out, I don't think there is a function of the business she does not have a hand in. I give this recommendation to Kathy without hesitation.

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Experience

    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • HR Client Operations Lead
      • Apr 2023 - Present
    • United States
    • Insurance
    • 1 - 100 Employee
    • Director of Implementation & Service
      • Mar 2017 - Dec 2022

      Balanced Strategies, LLC is a national insurance consulting firm that provides specialized services to advisors of high net worth families, closely-held business owners and foreign nationals. A core service of Balanced Strategies’ is the design, negotiation, implementation and ongoing servicing of premium financing transactions. We work with and consult advisors and clients on insurance-driven solutions related to advanced estate, tax and business succession planning, with a primary focus on maximizing efficiencies in wealth transfer. Show less

    • United States
    • Consumer Electronics
    • 1 - 100 Employee
    • Sr. Project Manager
      • Jul 2005 - Jun 2016

      • Planned, monitored, and controlled the successful completion of operational and production goals for specific accounts to ensure milestones were met for retail and on-demand projects. Provided project oversight of the production processes to manage account deliverables. • Procured accessories for Skinit’s online business. Managed all relationships with OEM Vendors and manufacturers to ensure timely delivery of materials to meet launch dates. • Managed the Skinit presence on all marketplace channels, including working with appropriate teams to build streamlined internal processes to support sales on these channels • Project managed the development of white label websites for clients, includes coordinating efforts with the art and IT departments, and escalating issues as necessary. • Managed the development of all licensing efforts at Skinit, including market research on prospective licenses to build brand portfolio, contract negotiations with prospective licensors, coordinating artwork approval, and ensuring accuracy of royalty reporting. • Facilitated in building Skinit’s customer service department, including hiring and training new staff. • Assisted CEO in tracking departmental goals and objectives, project management, accountability, costs, time frames, strategic direction and operational plan. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr. Fund Account Manager
      • 2000 - Dec 2003

      • Reviewed mutual fund valuation to ensure accuracy and timeliness. • Processed daily activity on mutual funds and Real Estate Investment Trusts (REIT's): (a) purchases and sales of stock. (b) Corporate and government bonds and financial derivatives. (c) Subscriptions and redemptions. (d) Processing of corporate actions such as splits & dividend payments. • Assisted with quarterly & yearly projects & audits. • Trained new employees and cross trained teams within the bank on systems, processes and best practices. • Assisted in fund mergers. Show less

Education

  • San Diego State University
    MSBA, Entrepreneurship
    2004 - 2005
  • Questrom School of Business, Boston University
    BSBA, Finance, International Business
    1996 - 2000

Community

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