Kurt Leeney Email & Phone Number
Partner, COO and Investment Analyst
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Kurt Leeney Location
- Denver, CO, US
Kurt Leeney Work
- 2017 - now Partner, COO and Investment Analyst @ Plaisance Capital
- 2016 - 2017 Private Client Banker @ Chase Private Client
- 2013 - 2016 Asset Management Analyst - Private Bank @
- 2012 - 2012 Intern @ Office of Governor Mitch Daniels
- 2012 - 2012 Johnson and Johnshon Finance Co-op @ Ethicon
Kurt Leeney Education
- Butler University - Lacy School of Business
Finance, Minor in Mathematics
2009 - 2013
Kurt Leeney Skills
- Retirement Planning
- Eclipse
- Investment Management
- Financial Advisory
- Orion
- HubSpot
- Ad Hoc Reporting
- Investment Capital
- Risk Management
- Electronic Trading
- Financial Planning
- Client Relations
- Data Analysis
- Due Diligence
- Teamwork
- Leadership
- Presentations
- Possess strong analytical
- Attention to Detail
- Settlement
- Solution-oriented
- Middle Office Operations
- Key Performance Indicators
- Investment Accounting
- Communication
- Investment Performance
- Asset Allocation
- Investment Strategies
- Analytical Skills
- Financial Markets
- Portfolio Management
- Wealth Management Services
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Asset Management
- Financial Analysis
- Hedge Funds
- DCF Valuation
- Capital Markets
- Value Investing
- Trade Operations
- Equity Trading
- Enfusion
- Fundamental Analysis
- Equity Research
- Customer Relationship Management (CRM)
- Alternative Investments
- Alternative Investment Strategies
- Hedge Fund Due Diligence
- Bloomberg Terminal
- Wealth Management
- Financial Modeling
- Financial Statement Analysis
- Hedge Fund Accounting
- Corporate Finance
- Financial Reporting
- SAP
- Finance
- Services
- Financial Forecasting
- Analysis
- Financial Services
- Valuation
- Financial Accounting
Kurt Leeney Summary
- Kurt Leeney, based in Denver, CO, US, is currently a Partner, COO and Investment Analyst at Plaisance Capital. Kurt Leeney brings experience from previous roles at Chase Private Client, J.P. Morgan, Office of Governor Mitch Daniels and Ethicon. Kurt Leeney holds a 2009 - 2013 Finance, Minor in Mathematics @ Butler University - Lacy School of Business. With a robust skill set that includes Retirement Planning, Eclipse, Investment Management, Financial Advisory, Orion and more. Kurt Leeney has 2 emails and 1 mobile phone numbers on RocketReach.
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