Chloe Kelley, Cfa, Caia Email & Phone Number
@pimco.com
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Who is Chloe Kelley, Cfa, Caia? Overview
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Chloe Kelley, Cfa, Caia is listed as Executive Vice President| Business Development Professional | Non-profit Trustee at PIMCO, a company with 1001 employees, based in New York, 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.
Email format at PIMCO
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AeroLeads found 1 current-domain work email signal for Chloe Kelley, Cfa, Caia. Compare company email patterns before reaching out.
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.
Chloe Kelley, Cfa, Caia's current company
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Chloe Kelley, Cfa, Caia work experience
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Senior Vice President, Account Management
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
Account Management - Mba Intern
Chief Financial Officer And Board Member
- 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
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
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
Colleagues at PIMCO
Other employees you can reach at pimco.com. View company contacts for 1001 employees →
Sakthish Rajendran
Colleague at Pimco
Costa Mesa, California, United States, United States
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GL
George Leo
Colleague at Pimco
Faisalabad, Punjab, Pakistan, Pakistan
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SG
Sanchit Gupta
Colleague at Pimco
Greater Seattle Area, United States, United States
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BM
Benoît Mathonnet
Colleague at Pimco
Luxembourg, Luxembourg
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JS
Jack Stromberg
Colleague at Pimco
San Diego Metropolitan Area, United States
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SR
Seth Radler
Colleague at Pimco
Newport Beach, California, United States, United States
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ML
Matt Lara
Colleague at Pimco
Mission Viejo, California, United States, United States
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JB
Jamie Bewernitz
Colleague at Pimco
Corona Del Mar, California, United States, United States
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CP
Claire Piantidosi Barton
Colleague at Pimco
Austin, Texas, United States, United States
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RD
Rajashree Deka
Colleague at Pimco
Austin, Texas, United States, United States
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Chloe Kelley, Cfa, Caia education
Masters Of Business Administration, Analytic Finance & Entrepreneurship
Bba, International Business, Finance, Spanish
Bba, International Business, Finance, Spanish
Certificate In Personal And Organizational Leadership
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, 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 Sakthish Rajendran, George Leo, Sanchit Gupta, Benoît Mathonnet, and Jack Stromberg.
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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