Kate Bergin Email & Phone Number
Senior Equity Analyst - Healthcare, Consumer, Sustainability @ CIBC Private Wealth Management US
5 free lookup(s).
Kate Bergin Location
- Chicago, IL, US
Kate Bergin Work
- 2007 -now Senior Equity Analyst - Healthcare, Consumer, Sustainability @
- 2005 -2007 Vice President, Equity Analyst and Mid-Cap General Analyst @
- 2002 -2005 Equity Analyst - Healthcare @
- now Vice President, Equity Analyst and AVP Equity Research Analyst @ Scudder Kemper Investments
- 1998 -2002 Vice President, Equity Analyst and AVP Equity Research Analyst @ Scudder Kemper Investments
- now Associate Research Analyst and Assistant Manager, Broker Communications @ Scudder Kemper Investments
- 1993 -1998 Associate Research Analyst and Assistant Manager, Broker Communications @ Scudder Kemper Investments
- 1990 -1993 Assistant Product Manager, Mutual Funds and Sales Support Representative, Mutual Funds @ Scudder Kemper Investments
- now Assistant Product Manager, Mutual Funds and Sales Support Representative, Mutual Funds @ Scudder Kemper Investments
Kate Bergin Education
- Quinlan School of Business, Loyola University Chicago
Master of Business Administration (M.B.A.) (Finance)
1993-1995 - University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.) (Economics)
- Quinlan School of Business, Loyola University Chicago
Kate Bergin Skills
- Sustainable//Impact investing
- Portfolio Construction & Analysis
- Due Dilligence
- Equity Research
- Equities
- Asset Management
- Hedge Funds
- Investment Management
- Portfolio Management
- Investments
- Equity Valuation
- Alternative Investments
- Asset Allocation
- Financial Modeling
- Series 7
- Investment Strategies
- Valuation
- Bloomberg
- Fixed Income
- Capital Markets
- Mutual Funds
- Securities
- Series 63
- Investment Strategy
- Investment Research
- Social Impact Investing
- Global Impact Investing
- Shareholder Value Creation
- Performance Metrics
- Performance Trends
- Qualitative Analysis
- Quantitative Analysis
- Regulatory Compliance
- Strategy Development
- Strategy Implementation
- Written Communication
- Verbal Communication
- Public and Private Investments
- Client Relations
- Investor Relations
- Due Diligence
- Risk Analysis
- Financial Analysis
- Financial Reporting
- Endowments
- Foundations
- Family Office
- Public Equity
- Private Equity
- Global Regulatory Compliance
- Strategic Intent
- Shareholder Value
- Strategic Corporate Philanthropy
- Public and Private
- Global Regulatory
- Strategic Corporate
Kate Bergin Summary
- Kate Bergin, based in Chicago, IL, US, is currently a Senior Equity Analyst - Healthcare, Consumer, Sustainability at CIBC Private Wealth Management US. Kate Bergin brings experience from previous roles at Northern Trust, Northern Trust Corporation and Scudder Kemper Investments. Kate Bergin holds a 1993 - 1995 Master of Business Administration (M.B.A.) in Finance @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Sustainable//Impact investing, Portfolio Construction & Analysis, Due Dilligence, Equity Research, Equities and more. Kate Bergin has 3 emails and 1 mobile phone numbers on RocketReach.
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