Kimberly Shank Email and Phone Number
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Kimberly Shank personal email
Kimberly Shank is a Associate Director at Fidelity Investments at Fidelity Investments. She possess expertise in powerpoint, corporate finance, middle market, portfolio management, financial modeling and 15 more skills.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Associate DirectorFidelity Investments Dec 2021 - PresentChicago, Illinois, United States
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Assistant Vice PresidentMadison Capital Funding Llc Apr 2021 - Dec 2021Chicago, Illinois, United States
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Senior AssociateMadison Capital Funding Llc Mar 2019 - Apr 2021Chicago, Illinois
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AssociateMadison Capital Funding Llc Jul 2017 - Mar 2019Chicago, Illinois
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UnderwriterJpmorgan Chase & Co. Apr 2015 - Jul 2017Greater Chicago AreaUnderwriting Associate in the Chicago Middle Market group in the Commercial Bank.•Manage a portfolio of 20 clients in diversified industries with annual revenue generally ranging from $50MM to $500MM•Underwrite new transactions for prospects and existing clients, as well as facilitate entire deal process•Partner with relationship managers to deliver banking products and services including lending, treasury, leasing, derivatives, and M&A•Utilize financial models and excel skills to analyze complex transactions and various capital structures for clients and prospects •Review documents with legal partners for all deals and facilitate negotiations with the client•Participate in calling and prospecting efforts with relationship managers, including preparation of opportunity memorandums for discussion with senior management -
Credit AnalystJpmorgan Chase & Co. Jun 2013 - Apr 2015Greater Chicago Area• Underwrite for a portfolio of over 30 clients with annual revenue generally ranging from $20MM to $500MM• Experience with banking products and services including lending, treasury, leasing, foreign exchange, and M&A• Utilize financial models and excel skills to analyze complex transactions and various capital structures for clients and prospects • Appointed to Analyst Council, reserved for high performing analysts dedicated to enhancing the program - Member of Analyst Knowledge Transfer Hour subcommittee to organize and moderate nationwide monthly training calls• Completed 10-week Credit Training Program as part of Analyst Program in Chicago, IL – focused on accounting, financial modeling, commercial banking products, underwriting, identifying key risks, financial statement analysis, and credit structuring
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Financial Analyst InternAllstate May 2012 - Aug 2012Greater Chicago Area -
Financial Analyst InternAllstate May 2011 - Aug 2011
Kimberly Shank Skills
Kimberly Shank Education Details
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Finance, Entrepreneurship -
Finance, General
Frequently Asked Questions about Kimberly Shank
What company does Kimberly Shank work for?
Kimberly Shank works for Fidelity Investments
What is Kimberly Shank's role at the current company?
Kimberly Shank's current role is Associate Director at Fidelity Investments.
What is Kimberly Shank's email address?
Kimberly Shank's email address is ki****@****llc.com
What schools did Kimberly Shank attend?
Kimberly Shank attended Indiana University - Kelley School Of Business, City University London.
What skills is Kimberly Shank known for?
Kimberly Shank has skills like Powerpoint, Corporate Finance, Middle Market, Portfolio Management, Financial Modeling, Data Analysis, Investments, Bloomberg, Finance, Underwriting, Financial Accounting, Strategic Financial Planning.
Who are Kimberly Shank's colleagues?
Kimberly Shank's colleagues are Bridget Pucel, Cfp®, Thomas Trine, Magesh Varadharajan, Rithi Neni, Helen Fox, Scott Van Waterschoot, Chris Blair.
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KIMBERLY SHANK
Director Clinical Development And Pathway To Excellence Program CoordinatorGettysburg, Pa
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