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Katherine Bock
15 years in the financial services arena.

Prior to joining DBM as a consultant and executive coach to senior management leaders in 2001, Katherine Bock spent over 15 years in the financial services arena, most recently as CEO and President of the Kanaly Trust Company, a private trust and financial planning company with in Houston, Texas. She managed 1.5 billion in assets for high net worth individuals with a staff of 80 and a budget of 11 million. She was recruited as the first non-family CEO to transition the company from a family-owned business into a world-class financial planning and asset management organization. She served on the Board of Directors during her tenure.

Ms. Bock began her career in financial services with Texas Commerce Bank in Houston, Texas in the Personal Trust Department and progressed to become a Senior Vice President and Manager of Corporate Trust Services in Dallas, Texas for Chase Bank of Texas. She was recruited to lead a turnaround of an organization acquired through purchase. In this role, Ms. Bock was challenged to lead a corporate culture change and efficiency improvement with full P&L responsibility for a budget of $8 million and a staff of 34 professionals. She led the business turnaround, doubling profit margins in less than three years, improving internal audit scores, replaced non-performing staff, consolidated administrative functions and introduced a performance incentive program.


She also oversaw several system conversions and successfully assimilated various business acquisitions. Earlier in her career with the Bank, she co-led a cross-functional team to successfully migrate operational processing from New York to Texas and was a project manager for a bank-wide reengineering initiative to devise a process-driven approach to service delivery.

Ms. Bock served as Chairman of the ABA's National Corporate Trust Workshop in Washington D.C. in 1997 whose theme was "Leading Change in a Changing World". The workshop achieved the highest rating ever given by attendees.

Katherine is a graduate of the Corporate Coach U Fast Track program and is a licensed attorney with an undergraduate degree in accounting. Her first job after graduating from law school was as a staff attorney for a global $5 billion waste management company where she focused on general corporate, contract, and environmental law as well as acquisitions.

Ms. Bock is active in the community and serves on the Board of Mi Escuelita Preschools, a non-profit organization whose mission is to teach English and early learning skills to 2, 3, & 4-year olds of all cultures. She is an alumna of Leadership Texas and has been a United Way and Meals on Wheels volunteer and has served as a mentor to Girls Inc. She belongs to various executive-level networking and professional groups.

MARSHA CLARK & ASSOCIATES PHONE (972) 625-3884 | info@marshaclarkandassociates.com
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