Kay Schenfeld Email & Phone Number
@celticchicago.com
2 phones found area 847 and 312
LinkedIn matched
Who is Kay Schenfeld? Overview
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Kay Schenfeld is listed as Bookkeeper at Celtic Chicago at Celtic Chicago, Inc., a company with 27 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at celticchicago.com, phone signal with area code 847, 312, and a matched LinkedIn profile for Kay Schenfeld.
Kay Schenfeld previously worked as Bookkeeper at Celtic Chicago, Inc. and Assistant Bookkeeper at Nimrod Realty Group, Inc.. Kay Schenfeld holds Ba, Economics from University Of Illinois Urbana-Champaign.
Email format at Celtic Chicago, Inc.
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AeroLeads found 1 current-domain work email signal for Kay Schenfeld. Compare company email patterns before reaching out.
About Kay Schenfeld
Kay Schenfeld is a Bookkeeper at Celtic Chicago at Celtic Chicago, Inc.. They possess expertise in securities, investments, trading, analysis, portfolio management and 11 more skills. Colleagues describe them as "Kay is a pleasure to work with. She was always very dependable and able to turnaround a project very quickly."
Listed skills include Securities, Investments, Trading, Analysis, and 12 others.
Kay Schenfeld's current company
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Kay Schenfeld work experience
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Assistant Bookkeeper
Compliance Professional
- Review reports including segregation/compliance reports/monthly compliance summaries/monthly custody management reports
- Analysis of trading/valuation issues
- Review/analyze fund and ETF accounting
- Perform testing on historical data in the areas of trading/fund accounting /transfer agency
- Evaluate stale priced security reports for trends
- Conduct trend analyses on specific areas of concern
Vice President - Compliance
- Reviewed and approved account opening documentation which included reviewing trust, partnership and LLC agreements
- Approval of new account information forms
- Approved accounts to trade in options and on margin
- Reviewed and approved incoming and outgoing correspondence
- Reviewed daily, monthly and quarterly surveillance reports
- Helped write training material regarding the handling of advisory accounts
Corporate Affairs Assistant
- Supported 150 agents, 2 broker/dealers, 3 investment advisors
- Maintained blue sky registration for 3 mutual funds registered in 50 states
- Assisted in upkeep of corporate records for parent corporation and 24 subsidiaries which included maintenance of minute books and filing of annual reports.
- Corresponded with states and insurance companies to obtain corporate and individual insurance licenses and company appointments.
- Reviewed and approved new accounts, account changes, fee waivers and trade cancel and rebills.Customer Service Department (August 1989 – November 1990)
- Answered customer inquiries via telephone and mail daily
Colleagues at Celtic Chicago, Inc.
Other employees you can reach at celticchicago.com. View company contacts for 27 employees →
Mary Ann O'Rourke
Colleague at Celtic Chicago, Inc.Barrington, Illinois, United States, United States
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JH
Jim Heitzman
Colleague at Celtic Chicago, Inc.Greater Chicago Area, United States
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EC
Emmett Chen
Colleague at Celtic Chicago, Inc.Greater Chicago Area, United States
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KC
Kelly Carver
Colleague at Celtic Chicago, Inc.Schaumburg, Illinois, United States, United States
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KH
Karen Howe
Colleague at Celtic Chicago, Inc.Greater Chicago Area, United States
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MZ
Monica Zachacki
Colleague at Celtic Chicago, Inc.Morton Grove, Illinois, United States, United States
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BN
Braden Nauman
Colleague at Celtic Chicago, Inc.Greater Chicago Area, United States
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Zach Zehner
Colleague at Celtic Chicago, Inc.Bloomington, Indiana, United States, United States
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DV
Danielle Vitogiannes
Colleague at Celtic Chicago, Inc.Greater Chicago Area, United States
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JH
Jeremy Hogan
Colleague at Celtic Chicago, Inc.Morton Grove, Illinois, United States, United States
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Kay Schenfeld education
Ba, Economics
Education record
Education record
Frequently asked questions about Kay Schenfeld
Quick answers generated from the profile data available on this page.
What company does Kay Schenfeld work for?
Kay Schenfeld works for Celtic Chicago, Inc..
What is Kay Schenfeld's role at Celtic Chicago, Inc.?
Kay Schenfeld is listed as Bookkeeper at Celtic Chicago at Celtic Chicago, Inc..
What is Kay Schenfeld's email address?
AeroLeads has found 1 work email signal at @celticchicago.com for Kay Schenfeld at Celtic Chicago, Inc..
What is Kay Schenfeld's phone number?
AeroLeads has found 2 phone signal(s) with area code 847, 312 for Kay Schenfeld at Celtic Chicago, Inc..
Where is Kay Schenfeld based?
Kay Schenfeld is based in Greater Chicago Area, United States, United States while working with Celtic Chicago, Inc..
What companies has Kay Schenfeld worked for?
Kay Schenfeld has worked for Celtic Chicago, Inc., Nimrod Realty Group, Inc., Guggenheim Partners, Goldman Sachs & Co, and Mesirow Financial.
Who are Kay Schenfeld's colleagues at Celtic Chicago, Inc.?
Kay Schenfeld's colleagues at Celtic Chicago, Inc. include Mary Ann O'Rourke, Jim Heitzman, Emmett Chen, Kelly Carver, and Karen Howe.
How can I contact Kay Schenfeld?
You can use AeroLeads to view verified contact signals for Kay Schenfeld at Celtic Chicago, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kay Schenfeld attend?
Kay Schenfeld holds Ba, Economics from University Of Illinois Urbana-Champaign.
What skills is Kay Schenfeld known for?
Kay Schenfeld is listed with skills including Securities, Investments, Trading, Analysis, Portfolio Management, Training, Series 7, and Financial Services.
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