Kyle McKenzie Email & Phone Number

Executive Director @ Morgan Stanley

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Kyle McKenzie Location

Alamo, CA, US

Kyle McKenzie Work

2025 - now Executive Director @ Morgan Stanley
2024 - 2025 Senior Vice President @ Jefferies
2021 - 2024 Venture Partner @ Courtyard Ventures

2021 - 2024 VP - Senior Regional Director - Private Wealth @ Voya Investment Management
2019 - 2021 Vice President - Financial Consultant @ Charles Schwab
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2015 - 2019 Associate Director – West Region | Distribution @ Artisan Partners
2014 - 2015 Senior Associate – West Region | Distribution @ Forward/ Salient
2010 - 2014 Senior Analyst and Associate Portfolio Manager - ETF's @ USCF Investments
2008 - 2010 Associate - Valuation and Economic Advisory @ Grant Thornton (US)

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Kyle McKenzie Education

University of California, Berkeley, Haas School of Business
University of Oregon Lundquist College of Business

Kyle McKenzie Skills

Leadership
Management
Microsoft Excel

Portfolio Management
Valuation
Finance
Financial Services
Financial Analysis
Investments
Mutual Funds

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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, Courtyard Ventures, Voya Investment Management / Pomona Capital and Charles Schwab. Kyle McKenzie holds a 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 5 emails and 1 mobile phone numbers on RocketReach.

Kyle McKenzie Emails

Found 5 emails

Kyle McKenzie Phone Numbers

Found 2 phone numbers

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