Kevin Sun
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Kevin Sun Email & Phone Number

Real Estate | Equity | Tech at Skogman Realty
Location: Iowa City, Iowa, United States 9 work roles 3 schools
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Current company
Role
Real Estate | Equity | Tech
Location
Iowa City, Iowa, United States
Company size

Who is Kevin Sun? Overview

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Quick answer

Kevin Sun is listed as Real Estate | Equity | Tech at Skogman Realty, a company with 287 employees, based in Iowa City, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Kevin Sun.

Kevin Sun previously worked as Realtor at Skogman Realty and Managing Principal at Srei. Kevin Sun holds Master Of Business Administration (M.B.A.), Finance, General from University Of Iowa - Henry B. Tippie College Of Business.

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Email format at Skogman Realty

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Skogman Realty

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Profile bio

About Kevin Sun

Kevin Sun is a Real Estate | Equity | Tech at Skogman Realty. They is proficient in English and Chinese.

Current workplace

Kevin Sun's current company

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Skogman Realty
Skogman Realty
Real Estate | Equity | Tech
cedar rapids, iowa, united states
Website
Employees
287
AeroLeads page
9 roles

Kevin Sun work experience

A career timeline built from the work history available for this profile.

Realtor

Current

Coralville, Iowa, United States

Jan 2024 - Present

Managing Principal

Current
Srei
Oct 2020 - Present

Owner

Current
Sun Enterprises
Jul 2017 - Present

Investment Operations Associate - Fund Accounting

Des Moines, Iowa Area

  • Completed cash reconciliation between IM and Custodians for over 50 funds
  • Conducted research and analysis on all account transactions through both internal and external resources daily
  • Prepared NAV, Holding and Accrual reconciliation reports monthly
  • Oversaw the trade load processes and comparison for both EQ, FI and External Boutique portfolios daily
Dec 2014 - Oct 2016

Investment Operations Intern - Separately Managed Accounts

Des Moines, Iowa Area

  • Generated cash flow, dividend sweep and other reports weekly
  • Monitored and processed sponsors’ requests daily
  • Updated and revised investment models
  • On-boarding new accounts and set up trades daily
Dec 2014 - Apr 2015

Equity Research Analyst

University Of Iowa Krause Fund

University Of Iowa

  • Created report discussing economic, industry, and company-specific analysis for a $300,000+ portfolio
  • Constructed Excel valuation model to forecast target equity prices using DCF, relative P/E, fundamental P/E, and DDM valuation techniques; primary coverage: Microsoft Corporation (NasdaqGS: MSFT)
Jan 2014 - Jun 2014

Financial Services Representative

Iowa City, Iowa Area

  • Advanced my knowledge in the financial planning and gained experiences over the uses of many financial instruments
  • Managed my own time to keep 10-15 meetings per week
  • Job shadowed senior advisors in assisting clients
Jun 2013 - Jun 2014
Team & coworkers

Colleagues at Skogman Realty

Other employees you can reach at skogman.com. View company contacts for 287 employees →

3 education records

Kevin Sun education

Education record

Cfa Institute

2017 Level II Candidate in the CFA Program

Bachelor Of Business Administration (B.B.A.), Finance, Risk Management& Insurance

Activities and Societies: Delta Sigma Pi International Business Fraternity, Phi Sigma Pi National Honors Fraternity, Hawk Trade, Financial.

FAQ

Frequently asked questions about Kevin Sun

Quick answers generated from the profile data available on this page.

What company does Kevin Sun work for?

Kevin Sun works for Skogman Realty.

What is Kevin Sun's role at Skogman Realty?

Kevin Sun is listed as Real Estate | Equity | Tech at Skogman Realty.

Where is Kevin Sun based?

Kevin Sun is based in Iowa City, Iowa, United States while working with Skogman Realty.

What companies has Kevin Sun worked for?

Kevin Sun has worked for Skogman Realty, Srei, Sun Enterprises, Principal Global Investors, and University Of Iowa Krause Fund.

Who are Kevin Sun's colleagues at Skogman Realty?

Kevin Sun's colleagues at Skogman Realty include David Bey, Regina Balvanz, David White, Laura Usher, and Steve Seltrecht.

How can I contact Kevin Sun?

You can use AeroLeads to view verified contact signals for Kevin Sun at Skogman Realty, including work email, phone, and LinkedIn data when available.

What schools did Kevin Sun attend?

Kevin Sun holds Master Of Business Administration (M.B.A.), Finance, General from University Of Iowa - Henry B. Tippie College Of Business.

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