Investment Associate
Current
Jun 2022 - Present
AeroLeads people directory · profile
Kellen Schmitz, Cfa Email & Phone Number
Allocator: Alternative Investments
at
Caprock
1 work email found
@caprock.com
1 phone found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Allocator: Alternative Investments
Location
Boise, Idaho, United States
Who is Kellen Schmitz, Cfa? Overview
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Quick answer
Kellen Schmitz, Cfa is listed as Allocator: Alternative Investments at Caprock, based in Boise, Idaho, United States. AeroLeads shows a work email signal at caprock.com, phone signal with area code 415, and a matched LinkedIn profile for Kellen Schmitz, Cfa.
Kellen Schmitz, Cfa previously worked as Investment Associate at Caprock and Independent Financial Consultant at Self-Employed. Kellen Schmitz, Cfa holds Bachelor Of Science, Economics from University Of Oregon.
Company email context
Email format at Caprock
This section adds company-level context without repeating Kellen Schmitz, Cfa's masked contact details.
{first}@caprock.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kellen Schmitz, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kellen Schmitz, Cfa
A person with ideas.
Listed skills include Financial Modeling, Business Valuation, Venture Capital, Renewable Energy, and 8 others.
Current workplace
Kellen Schmitz, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Kellen Schmitz, Cfa work experience
A career timeline built from the work history available for this profile.
Independent Financial Consultant
Self-Employed
Dec 2020 - Jun 2022
Associate
Sep 2016 - Dec 2020
Senior Associate | Transaction Services | Power & Utilities Deals Team
Consulting and valuation for Power & Utilities industry Focusing on renewable energy clientsTax equity investments in utility scale renewable energy projects
Oct 2014 - Sep 2016
Senior Associate Business Valuation
Venture capital backed start-upsComplex financing structures Marketability discounts for privately held businesses
Sep 2010 - Sep 2014
3 education records
Kellen Schmitz, Cfa education
Bachelor Of Science, Economics
Bachelor Of Science, Accounting
Certificate, Berkeley Data Analytics Boot Camp
FAQ
Frequently asked questions about Kellen Schmitz, Cfa
Quick answers generated from the profile data available on this page.
What company does Kellen Schmitz, Cfa work for?
Kellen Schmitz, Cfa works for Caprock.
What is Kellen Schmitz, Cfa's role at Caprock?
Kellen Schmitz, Cfa is listed as Allocator: Alternative Investments at Caprock.
What is Kellen Schmitz, Cfa's email address?
AeroLeads has found 1 work email signal at @caprock.com for Kellen Schmitz, Cfa at Caprock.
What is Kellen Schmitz, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Kellen Schmitz, Cfa at Caprock.
Where is Kellen Schmitz, Cfa based?
Kellen Schmitz, Cfa is based in Boise, Idaho, United States while working with Caprock.
What companies has Kellen Schmitz, Cfa worked for?
Kellen Schmitz, Cfa has worked for Caprock, Self-Employed, Seven Post Investment Office Lp, Pwc, and Frank, Rimerman + Co. Llp.
How can I contact Kellen Schmitz, Cfa?
You can use AeroLeads to view verified contact signals for Kellen Schmitz, Cfa at Caprock, including work email, phone, and LinkedIn data when available.
What schools did Kellen Schmitz, Cfa attend?
Kellen Schmitz, Cfa holds Bachelor Of Science, Economics from University Of Oregon.
What skills is Kellen Schmitz, Cfa known for?
Kellen Schmitz, Cfa is listed with skills including Financial Modeling, Business Valuation, Venture Capital, Renewable Energy, Equities, Geographic Information Systems, Data Visualization, and Statistical Data Analysis.
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