Dave Kaye Email & Phone Number
Chief Financial Officer @ Creative Planning
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Dave Kaye Location
- Kansas City, MO, US
Dave Kaye Work
- 2020 -now Chief Financial Officer @
- 2018 -2019 CEO, Corporate Clients Group @
- 2007 -2017 Chief Financial Officer @
- 2006 -2007 CFO, Columbia Asset Management @
- 2005 -2006 CFO, Private Banking Division @
- 2003 -2005 Controller @
- 2000 -2003 Vice President, Investment Management Business Planning @
- 1997 -2000 Vice President, Financial Planning and Analysis @
- 1994 -1997 Senior Associate, Financial Management Business Analysis @
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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