Kim Lundgren Location
- Lake Forest, IL, US
Kim Lundgren Work
- 2024 -now Vice President @
- 2022 -2024 Director of Operations @
- 2015 -2023 Director of Operations and Chief Compliance Officer @ CI Matrix Private Wealth
- 2013 -2015 Operations Manager @ CI Matrix Private Wealth
- 2001 -2013 Assistant Vice President @ C.W. Henderson & Associates
- 2000 -2001 Account Executive @
Kim Lundgren Education
- Lake Forest Graduate School of Management 2004-2007
Kim Lundgren Skills
- Management
- Asset Managment
- Social Media
- Fixed Income
- Strategic Planning
- Portfolio Management
- Business Analysis
- Business Strategy
- Business Development
- Project Management
- Asset Management
- Investments
- Marketing
- Research
- Process Improvement
- New Business Development
- Start-ups
- Leadership
- Start Ups
- Finance
- Strategy
- Financial Services
- Compliance
- Operations
- Due Diligence
- Services
- Securities
Kim Lundgren Summary
- Kim Lundgren, based in Lake Forest, IL, US, is currently a Vice President at Alley Company. Kim Lundgren brings experience from previous roles at Corient, CI Matrix Private Wealth and C.W. Henderson & Associates. Kim Lundgren holds a 2004 - 2007 Lake Forest Graduate School of Management. With a robust skill set that includes Management, Asset Managment, Social Media, Fixed Income, Strategic Planning and more. Kim Lundgren has 2 emails and 1 mobile phone numbers on RocketReach.
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