Summary
Overview
Work History
Education
Timeline
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Katie Gorda Sethi

Carlsbad,CA

Summary

Dedicated to becoming a mental health counselor and psychedelic-assisted therapist, I am passionate about serving others. With a wealth of experiences in altered states and a strong foundation in academic and experiential learning, I am committed to expanding my consciousness and deepening my knowledge. My goal is to provide exceptional support to those in need by merging my personal journey with professional expertise. Ultimately, I strive to make a positive impact and assist individuals on their healing and growth journeys.

Overview

16
16
years of professional experience

Work History

Operations Manager, Chief Growth and Development Officer

Sethi Family
12.2016 - Current
  • Working on personal growth and expansion as a human being
  • Facilitating the development and unfolding of three small humans
  • Providing nutrition and experiential activities
  • Spreading love, kindness, and a nurturing presence throughout my household and beyond

Operations and Compliance Manager

EAM Investors, LLC
05.2015 - 11.2016
  • Worked directly with the COO and CCO to effectively manage all operations, reporting and regulatory compliance processes of the firm
  • Developed new processes and procedures and managed implementation
  • Managed the onboarding of new clients
  • Prepared and reviewed monthly, quarterly, and annual client reporting packages and ad-hoc inquiries for all seven of the firm’s funds
  • Managed the relationships with third party vendors and facilitated client and due diligence on-site visits

Operations Manager

GROW Partners LLC
06.2014 - 05.2015
  • Supports the CIO and COO in all operational aspects of the firm while working closely with employees, the fund administrator, prime broker and investors to ensure operational excellence
  • Responsible for overseeing the daily, weekly, monthly, and year end reporting process
  • Including P&L generation, NAV calculation, month-end financials and marketing reports
  • Managed the risk control and compliance guidelines for the firm and created and presented weekly and monthly risk and compliance reports to the committee for discussion and review

Investment Management Specialist

Wells Fargo Private Bank
09.2013 - 05.2014
  • Managed simple to moderately complex investment portfolios for Investment Management accounts and/or fiduciary accounts
  • Utilized an investment consulting approach to execute investment strategies leveraging individual securities, pooled vehicles, 'open architecture' platforms, and 'alternative' investments to maximize returns commensurate with an acceptable level of risk for the client
  • Performed investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine consequences of investment decisions and resolve account problems

Senior Associate, Financial Reporting

State Street Global Services
01.2012 - 09.2013
  • Responsible for managing the reporting process for multiple clients; including performance, service level, AUM and client marketing reports; as well as cost and business continuity reporting projects
  • Manage incoming requests from clients; including ad hoc reports, operational inquiries and general relationship management questions
  • Coordinate, plan and facilitate internal and client meetings and onsite broker and custodian visits
  • Involved in the development of internal applications and databases
  • Coordinated project planning, development and beta testing
  • Responsible for the oversight of 4 junior associates onsite and overseas

Senior Hedge Fund Accountant

Deutsche Bank
09.2008 - 12.2011
  • Responsible for managing all aspects of account operations for multiple hedge funds, including fund of funds, master-feeder, offshore and onshore funds, with assets in excess of $1 billion
  • Completed the month-end close and reporting process
  • Calculated the NAV for all funds
  • Prepared financial statements, investor allocations, statistical analysis, as well as attribution and performance reports
  • Communicated with and managed requests from the hedge fund manager and investors and worked closely with external auditors
  • Reconciled transactions daily related to the investment portfolio, dividends, interest, corporate actions and investor capital activity
  • Project lead for the conversion of all administered funds from the InvestOne platform to the Advent Geneva accounting platform
  • Managed 3 junior associates; responsible for ensuring deliverables were met and monitored performance

Education

Ecstatic Mysticism (Psychedelic Therapy Training) -

AWE
Guasca, Colombia
08.2027

Masters of Science in Clinical Mental Health Counseling -

University of The Southwest
Hobbs, NM
03.2025

Psychedelic Practitioner Core Training -

Synthesis Institute
Netherlands
03.2023

Bachelor of Science in Business Administration -

University of Florida
Gainesville, FL
05.2007

Summer Study Abroad Program -

Huron University
London, UK
08.2005

Timeline

Operations Manager, Chief Growth and Development Officer

Sethi Family
12.2016 - Current

Operations and Compliance Manager

EAM Investors, LLC
05.2015 - 11.2016

Operations Manager

GROW Partners LLC
06.2014 - 05.2015

Investment Management Specialist

Wells Fargo Private Bank
09.2013 - 05.2014

Senior Associate, Financial Reporting

State Street Global Services
01.2012 - 09.2013

Senior Hedge Fund Accountant

Deutsche Bank
09.2008 - 12.2011

Ecstatic Mysticism (Psychedelic Therapy Training) -

AWE

Masters of Science in Clinical Mental Health Counseling -

University of The Southwest

Psychedelic Practitioner Core Training -

Synthesis Institute

Bachelor of Science in Business Administration -

University of Florida

Summer Study Abroad Program -

Huron University

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Katie Gorda Sethi