Kim Lundgren Email & Phone Number
Vice President @ Alley Company LLC
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Kim Lundgren Location
- Lake Forest, IL, US
Kim Lundgren Work
- Vice President @ (February 2024 - Present)
- Director of Operations @ (January 2022 - February 2024)
- Director of Operations and Chief Compliance Officer @ CI Matrix Private Wealth (January 2015 - August 2023)
- Operations Manager @ CI Matrix Private Wealth (July 2013 - January 2015)
- Assistant Vice President @ C.W. Henderson & Associates (June 2001 - June 2013)
- Account Executive @ (November 2000 - May 2001)
Kim Lundgren Education
- Lake Forest Graduate School of Management
Executive MBA (Business Administration and Management Organizational Behavior Specailization)
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 Executive MBA in Business Administration and Management Organizational Behavior Specailization @ 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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Top Alley Company LLC Employees
Arthur Stewart
Vice President - Client Services and Operations
Chicago, IL, US
Steve Alley
President
Lake Forest, IL, US
Kim Lundgren
Vice President
Lake Forest, IL, US
Stacy Ambrosini
Chief Compliance Officer
Chicago, IL, US
Rik Duryea
Managing Director
Lake Forest, IL, US
Tom van Vuren
Senior Vice President
Chicago, IL, US
Claire Slaughter
Vice President
Chicago, IL, US
RJ D'Ancona
Vice President
Lake Forest, IL, US
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