Executive Vice President, Account Manager
Current
Jan 2023 - Present
AeroLeads people directory · profile
Chloe Kelley, Cfa, Caia Email & Phone Number
Executive Vice President| Business Development Professional | Non-profit Trustee
at
PIMCO
1 work email found
@pimco.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Vice President| Business Development Professional | Non-profit Trustee
Location
New York, United States
Company size
Who is Chloe Kelley, Cfa, Caia? Overview
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Quick answer
Chloe Kelley, Cfa, Caia is listed as Executive Vice President| Business Development Professional | Non-profit Trustee at PIMCO, a with 1001 employees, based in New York, United States. AeroLeads shows a work email signal at pimco.com and a matched LinkedIn profile for Chloe Kelley, Cfa, Caia.
Chloe Kelley, Cfa, Caia previously worked as Executive Vice President, Account Manager at Pimco and Senior Vice President, Account Management at Pimco. Chloe Kelley, Cfa, Caia holds Masters Of Business Administration, Analytic Finance & Entrepreneurship from The University Of Chicago Booth School Of Business.
Company email context
Email format at PIMCO
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*@pimco.com
71% confidence
AeroLeads found 1 current-domain work email signal for Chloe Kelley, Cfa, Caia. Compare company email patterns before reaching out.
Profile bio
About Chloe Kelley, Cfa, Caia
Seasoned investment professional with extensive relationship management expertise and a proven sales track record. Higher education Trustee, Investment Committee member, community non-profit board leader, volunteer, and mentor.
Listed skills include Valuation, Investment Management, Financial Modeling, Financial Analysis, and 18 others.
Current workplace
Chloe Kelley, Cfa, Caia's current company
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Pimco
8 roles
Chloe Kelley, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Account Management
Jan 2018 - Jan 2023
Vice President, Account Management
• Foster and strengthen relationships with institutional public sector clients• Communicate firm strategy and outlook, educate clients on a broad range of products and services, and collaborate with investment staff and board members to execute on both short-term requirements and long-term goals• Ensure that client objectives and constraints are properly reflected in portfolio guidelines, and monitor portfolios for consistency with those guidelines and the firm’s current strategy• Marshal internal resources across a variety of departments to ensure clients have access to the full capabilities of the firm • Active participant in the firm’s recruiting efforts, minority broker outreach program, gender diversity initiatives, and PIMCO Foundation volunteering
Aug 2013 - Jan 2018
Feb 2017 - Mar 2017
Account Management - Mba Intern
Jun 2012 - Aug 2012
Chief Financial Officer And Board Member
South Dekalb Church Federal Credit Union
• Responsible for the credit union’s asset-liability management and investment decisions• Prepared and presented long-term forecasts, budgets and monthly financial reports to board members and regulators
Mar 2009 - Apr 2011
Portfolio Manager
• Member of a four person team responsible for over 80 portfolios and ~$5 billion in fixed income assets• Named portfolio manager for the four-star rated EARNEST Partners Fixed Income Trust mutual fund• Monitored and analyzed stocks in the financial services industry for equity portfolios• Traded fixed income instruments for Short-Term, Core and High Yield mandates• Authored weekly market commentary for front office personnel and led the investment team’s weekly market discussion• Evaluated new fixed income sectors and structures for possible inclusion in client portfolios, resulting in significant allocations to Build America Bonds, secured construction deals and other sectors • Worked closely with client managers to develop and launch new investment offerings • Directed a team to create a best execution process for fixed income trading, resulting in improved risk management and broker relationships
Jul 2008 - Mar 2011
Credit Research Analyst
• Conducted company-specific and industry-wide analysis for the High Grade and High Yield Financials sectors as well as the High Grade Aerospace/Defense, Industrials, and Basic Industries sectors• Prepared commentary, financial analysis and accompanying charts for widely published sector research • Served as the primary researcher and contact for all internal and external clients on two >$1billion corporate bond deals• Selected to represent credit research analysts and associates as a member of the JPMorgan Analyst and Associate Forum
Jul 2006 - May 2008
Team & coworkers
Colleagues at PIMCO
Other employees you can reach at pimco.com. View company contacts for 1001 employees →
JO
Jane O'Leary
Colleague at PimcoGreater Sydney Area, Australia
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SG
Stefan George
Colleague at PimcoNewport Beach, California, United States
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HJ
Han Jeung
Colleague at PimcoLondon, England, United Kingdom
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MG
Mohammad Ghaddar
Colleague at PimcoLebanon
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EM
Elaine Maltman
Colleague at PimcoNew York, United States
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RC
Ryan Clarkson
Colleague at PimcoOrange County, California, United States
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BE
Bryan Emmanuel
Colleague at PimcoChicago, Illinois, United States
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AT
Andy Tran
Colleague at PimcoSanta Ana, California, United States
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JS
Jason Stern
Colleague at PimcoNew York, United States
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CM
Cara Messer
Colleague at PimcoNew York, United States
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Jane O'Leary
Colleague at PimcoGreater Sydney Area, Australia
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SG
Stefan George
Colleague at PimcoNewport Beach, California, United States
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HJ
Han Jeung
Colleague at PimcoLondon, England, United Kingdom
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MG
Mohammad Ghaddar
Colleague at PimcoLebanon
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EM
Elaine Maltman
Colleague at PimcoNew York, United States
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RC
Ryan Clarkson
Colleague at PimcoOrange County, California, United States
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BE
Bryan Emmanuel
Colleague at PimcoChicago, Illinois, United States
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AT
Andy Tran
Colleague at PimcoSanta Ana, California, United States
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JS
Jason Stern
Colleague at PimcoNew York, United States
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CM
Cara Messer
Colleague at PimcoNew York, United States
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4 education records
Chloe Kelley, Cfa, Caia education
Masters Of Business Administration, Analytic Finance & Entrepreneurship
The University Of Chicago Booth School Of Business
Bba, International Business, Finance, Spanish
University Of Georgia - Terry College Of Business
Bba, International Business, Finance, Spanish
The University Of Georgia
Certificate In Personal And Organizational Leadership
University Of Georgia - Institute For Leadership Advancement
FAQ
Frequently asked questions about Chloe Kelley, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Chloe Kelley, Cfa, Caia work for?
Chloe Kelley, Cfa, Caia works for PIMCO.
What is Chloe Kelley, Cfa, Caia's role at PIMCO?
Chloe Kelley, Cfa, Caia is listed as Executive Vice President| Business Development Professional | Non-profit Trustee at PIMCO.
What is Chloe Kelley, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @pimco.com for Chloe Kelley, Cfa, Caia at PIMCO.
Where is Chloe Kelley, Cfa, Caia based?
Chloe Kelley, Cfa, Caia is based in New York, United States while working with PIMCO.
What companies has Chloe Kelley, Cfa, Caia worked for?
Chloe Kelley, Cfa, Caia has worked for Pimco, South Dekalb Church Federal Credit Union, Earnest Partners, and J.P. Morgan.
Who are Chloe Kelley, Cfa, Caia's colleagues at PIMCO?
Chloe Kelley, Cfa, Caia's colleagues at PIMCO include Jane O'Leary, Stefan George, Han Jeung, Mohammad Ghaddar, and Elaine Maltman.
How can I contact Chloe Kelley, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Chloe Kelley, Cfa, Caia at PIMCO, including work email, phone, and LinkedIn data when available.
What schools did Chloe Kelley, Cfa, Caia attend?
Chloe Kelley, Cfa, Caia holds Masters Of Business Administration, Analytic Finance & Entrepreneurship from The University Of Chicago Booth School Of Business.
What skills is Chloe Kelley, Cfa, Caia known for?
Chloe Kelley, Cfa, Caia is listed with skills including Valuation, Investment Management, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Investments, and Fixed Income.
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