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Kellen Schmitz Location
Boise, ID, US
Kellen Schmitz Work
2025 -now Associate Director of Investment Research @
2022 -2025 Investment Associate @
2020 -2022 Consulting and Gardening @
2016 -2020 Associate @
2014 -2016 Senior Associate | Transaction Services | Power and Utilities Deals Team @
2010 -2014 Senior Associate Business Valuation @
Kellen Schmitz Education
University of Oregon
Bachelor of Science (Accounting)
University of Oregon
UC Berkeley Extension
Certificate (Berkeley Data Analytics Boot Camp)
2021
Kellen Schmitz Skills
Financial Modeling
Business Valuation
Valuation
Asset Management
Geographic Information Systems Gis
Venture Capital
Behavioral Finance
Monte Carlo Simulation
Services
Asset Allocation
Financial Analysis
Financial Services
Data Visualization
Statistical Data Analysis
Equities
Renewable Energy
Geographic Information Systems
Kellen Schmitz Summary
Kellen Schmitz, based in Boise, ID, US, is currently a Associate Director of Investment Research at Caprock. Kellen Schmitz brings experience from previous roles at Caprock, Stealth, Seven Post Investment Office LP and PwC. Kellen Schmitz holds a Bachelor of Science in Accounting @ University of Oregon. With a robust skill set that includes Financial Modeling, Business Valuation, Valuation, Asset Management, Geographic Information Systems Gis and more. Kellen Schmitz has 1 emails and 1 mobile phone numbers on RocketReach.
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