Dave Kaye Email & Phone Number
Chief Financial Officer @ Creative Planning
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Dave Kaye Location
- Kansas City, MO, US
Dave Kaye Work
- Chief Financial Officer @ (June 2020 - Present)
- CEO, Corporate Clients Group @ (January 2018 - March 2019)
- Chief Financial Officer @ (August 2007 - December 2017)
- CFO, Columbia Asset Management @ (January 2006 - December 2007)
- CFO, Private Banking Division @ (January 2005 - December 2006)
- Controller @ (January 2003 - December 2005)
- Vice President, Investment Management Business Planning @ (January 2000 - December 2003)
- Vice President, Financial Planning and Analysis @ (January 1997 - December 2000)
- Senior Associate, Financial Management Business Analysis @ (January 1994 - December 1997)
Dave Kaye Education
- Northwestern University - Kellogg School of Management
MBA (Finance & Strategy)
1991-1994 - United States Naval Academy
BS (Computer Science)
1982-1986
Dave Kaye Skills
- Financial Modeling
- Portfolio Management
- Due Diligence
- Investments
- Sarbanes-Oxley Act
- Risk Management
- Banking
- Equities
- Financial Services
- Mergers
- Financial Risk
- Asset Management
- Mergers & Acquisitions
- Finance
Dave Kaye Summary
- Dave Kaye, based in Kansas City, MO, US, is currently a Chief Financial Officer at Creative Planning Inc.. Dave Kaye brings experience from previous roles at Boston Private and Bank of America. Dave Kaye holds a 1991 - 1994 MBA in Finance & Strategy @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Financial Modeling, Portfolio Management, Due Diligence, Investments, Sarbanes-Oxley Act and more. Dave Kaye has 1 emails and 2 mobile phone numbers on RocketReach.
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