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 @
- 2024 -2025 Senior Vice President @
- 2021 -2024 Venture Partner @
- 2021 -2024 VP - Senior Regional Director - Private Wealth @
- 2019 -2021 Vice President - Financial Consultant @
- 2015 -2019 Associate Director – West Region | Distribution @
- 2014 -2015 Senior Associate – West Region | Distribution @ Forward/ Salient
- 2010 -2014 Senior Analyst and Associate Portfolio Manager - ETF's @
- 2008 -2010 Associate - Valuation and Economic Advisory @
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
- 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, 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 3 emails and 1 mobile phone numbers on RocketReach.
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