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Kyle McKenzie Location
Alamo, CA, US
Kyle McKenzie Work
Executive Director @ (June 2025 - Present)
Senior Vice President @ (June 2024 - June 2025)
VP - Senior Regional Director - Private Wealth @ (June 2021 - June 2024)
Venture Partner @ (May 2021 - December 2024)
Vice President - Private Wealth @ (June 2021 - June 2024)
Vice President - Financial Consultant @ (May 2019 - June 2021)
Associate Director – West Region | Distribution @ (June 2015 - March 2019)
Senior Associate – West Region | Distribution @ Forward/ Salient (June 2014 - June 2015)
Senior Analyst and Associate Portfolio Manager - ETF's @ (June 2010 - June 2014)
Associate - Valuation and Economic Advisory @ (August 2008 - May 2010)
Kyle McKenzie Education
University of California, Berkeley, Haas School of Business
Master of Business Administration - MBA
University of Oregon Lundquist College of Business
Bachelor’s Degree (Finance and Financial Management Services, Political Science)
Kyle McKenzie Skills
Leadership
Management
Microsoft Excel
Portfolio Management
Valuation
Finance
Financial Services
Financial Analysis
Investments
Mutual Funds
Financial Modeling
Mergers & Acquisitions
Analysis
Accounting
Trading
Equities
Economics
Asset Management
Financial Advisory
Corporate Finance
Financial Reporting
Banking
Risk Management
Alternative Investments
Data Analysis
Hedge Funds
Analytics
Asset Managment
Strategic Financial Planning
Budgets
Asset Allocation
Private Equity
Financial Planning
Capital Markets
Credit
Business Valuation
Equity Research
Microsoft Office
PowerPoint
Bloomberg
Casino Gaming
ETFs
Fair Value
Casino Marketing
Confluence
Strategic Financial
Mergers and Acquisitions
Kyle McKenzie Summary
Kyle McKenzie, based in Alamo, CA, US, is currently a Executive Director at Morgan Stanley. Kyle McKenzie brings experience from previous roles at Jefferies, Voya Investment Management / Pomona Capital and Courtyard Ventures. Kyle McKenzie holds a Master of Business Administration - MBA @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Leadership, Management, Microsoft Excel, Portfolio Management, Valuation and more. Kyle McKenzie has 3 emails and 1 mobile phone numbers on RocketReach.
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