Christie Kennimer Email and Phone Number
Christie Kennimer work email
- Valid
Christie Kennimer personal email
Highly effective, ethical, and performance focused senior professional with 20+ years of investment management experience, demonstrating strong analytical abilities and superior interpersonal skills. Proven expertise in leadership and project management, with a proven track record in meeting the investment needs of internal and external clients. Possess a comprehensive background in investment management with emphasis on investment analysis, portfolio management, and investment operations. Christie earned a Masters of Investment Management and Financial Analysis from Creighton University and received her Bachelor of Business Administration in Finance from the University of Houston-Downtown, graduating cum laude. She is a member of the Beta Gamma Sigma International Honor Society, a national scholastic honor society in the field of business administration.
Kdk Private Wealth Management
View- Website:
- kdkpwm.com
- Employees:
- 5
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Vice President Investment Management & OperationsKdk Private Wealth Management Aug 2019 - PresentHouston, Texas Area
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Portfolio AnalystMercer Advisors May 2017 - Feb 2019Houston, TexasAs a Portfolio Analyst, Christie was a member of the investments team and worked closely with other team members to implement Mercer Advisor's overall investment strategy. She performed manager due diligence, utilizing Morningstar Direct and Factset, and met with managers Mercer partnered with, for portfolio performance and allocation review. She worked with Portfolio Managers and members of the Wealth Management teams to build clients’ investment portfolios.
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Portfolio AnalystKanaly Trust, Lta Jan 2016 - May 2017As a Portfolio Analyst at Kanaly Trust, Christie was a member of the investments team and worked closely with other team members to implement Kanaly’s overall investment strategy. She performed manager due diligence, utilizing Morningstar Direct and Bloomberg, as well as met with managers Kanaly partnered with, for performance and allocation review. She maintained investment models and tracked and reported on performance and quantitative statistics of investment models.
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Senior Investment SpecialistKanaly Trust, Lta Oct 2008 - Jan 2016Christie joined Kanaly Trust in 2008. As a Senior Investment Specialist, she was a member of the investments team and worked closely with other team members to implement Kanaly’s overall investment strategy. She was responsible for supervising the trading and rebalancing of client portfolios, and ensuring that portfolios adhered to stated investment parameters. She was also responsible for the performance tracking and reporting of models and client accounts.
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Operations Trading, SupervisorInvesco Aim Jan 2007 - Oct 2008Houston, TexasPrior to joining Kanaly, Christie worked at AIM Investments (now Invesco) as the supervisor of the separately managed accounts operational trading department. Her primary responsibilities included supervising a team of Portfolio Specialists and overseeing the team’s daily job functions, various projects, and the creation and execution of trades across managed accounts. -
Portfolio SpecialistInvesco Aim Nov 2000 - Jan 2007
Christie Kennimer Skills
Christie Kennimer Education Details
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Creighton UniversityMasters Of Investment Managment And Financial Analysis -
University Of Houston DowntownFinance
Frequently Asked Questions about Christie Kennimer
What company does Christie Kennimer work for?
Christie Kennimer works for Kdk Private Wealth Management
What is Christie Kennimer's role at the current company?
Christie Kennimer's current role is Portfolio Management, Investment Analysis, Investment Operations.
What is Christie Kennimer's email address?
Christie Kennimer's email address is ck****@****aly.com
What schools did Christie Kennimer attend?
Christie Kennimer attended Creighton University, University Of Houston Downtown.
What skills is Christie Kennimer known for?
Christie Kennimer has skills like Leadership, Critical Thinking, Adaptable And Ability To Work Under Pressure, Collaborative, Strong Communication Skills, Results Oriented And Goal Driven, Strong Interpersonal Skills, Problem Analysis, Analytical Skills, Attenion To Detail, Portfolio Management, Trading.
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