Kimberly Wright Backus, Cfa

Kimberly Wright Backus, Cfa Email and Phone Number

Managing Partner @ Portica Ventures
Irvine, CA, US
Kimberly Wright Backus, Cfa's Location
Irvine, California, United States, United States
Kimberly Wright Backus, Cfa's Contact Details

Kimberly Wright Backus, Cfa work email

Kimberly Wright Backus, Cfa personal email

Kimberly Wright Backus, Cfa phone numbers

About Kimberly Wright Backus, Cfa

▪️Interested in Micromobility, AI, Robotics, and FinTech ▪️Finance, strategy, and investment executive with broad experience across corporate finance/strategy, private equity/debt, asset allocation, portfolio management, direct investing, hedge funds, venture capital, digital assets, cryptocurrencies, factor investing, and smart beta strategies.▪️Extensive background in sales, marketing, business development, and investor relationship management, including teaching seminars on complex financial instruments and corporate finance. ▪️Strong understanding of SAAS metrics and valuation.▪️Full CPA-level Accounting background. AI | Robotics | FinTech | ClimateTech | WealthTechCFA, CAIA, CESGA, Series 7, 63, 65

Kimberly Wright Backus, Cfa's Current Company Details
Portica Ventures

Portica Ventures

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Managing Partner
Irvine, CA, US
Kimberly Wright Backus, Cfa Work Experience Details
  • Portica Ventures
    Managing Partner
    Portica Ventures
    Irvine, Ca, Us
  • Wombi
    Chief Financial Officer
    Wombi 2024 - Present
    Culver City, California, Us
    Wombi is a full service e-bike subscription that helps you drive less, move more, and have fun.
  • Climate Draft
    Member, Climate Draft Cfo Cohort
    Climate Draft 2024 - Present
    Climate Draft is a project of Lowercarbon Capital whose mission is to advance climate tech by attracting more amazing talent to the space.
  • Portica Ventures
    Managing Partner
    Portica Ventures 2023 - Present
    Executive: Strategic CFO | COO | finance | strategy | operations | capital raising | business developmentInvestment management: CIO | direct investing | asset allocation | manager selection
  • Ai.Io
    Angel Investor
    Ai.Io 2022 - Present
    London, Gb
    Startup transforming sport, fitness, and health with artificial intelligence.
  • Basalt Intl - Green Infrastructure
    Co-Founder And Acting Cfo
    Basalt Intl - Green Infrastructure 2023 - 2024
    Green infrastructure startup focused on innovative construction materials. Co-founder and CFO.
  • Pave Finance
    Acting Cfo
    Pave Finance 2023 - 2023
    New York, Ny, Us
    FinTech/WealthTech SaaS platform that provides each user a completely bespoke investment portfolio.
  • Ubiquity Ventures
    Acting Head Of Platform And Operations
    Ubiquity Ventures 2023 - 2023
    Palo Alto, Ca, Us
  • Deutsche Bank
    Director
    Deutsche Bank 2019 - 2022
    Frankfurt Am Main, Hessen, De
    Director of Investments for West Coast: specialist for broad array of investment and finance offerings, including OCIO portfolio management, capital markets, private placements, alternative investments (private equity, private credit, real estate, hedge funds), structured products, ESG/impact investments, custom portfolio management, SPACs, and bespoke offerings. Member of West Coast leadership team.
  • Bank Of America Private Bank
    Senior Vice President
    Bank Of America Private Bank 2016 - 2019
    New York, New York, Us
    Multi-asset outsourced chief investment officer (OCIO) and portfolio manager.
  • Research Affiliates
    Vice President, Product Development, Launch, And Strategy
    Research Affiliates 2013 - 2015
    Newport Beach, California, Us
  • Kwb Consulting
    Investor And Strategic Cfo/Coo Consultant
    Kwb Consulting 2008 - 2013
    CFO/COO advisory, including financial forecasting, business development, strategy, and fundraising.
  • San Francisco Sentry Investment Group, Inc.
    Senior Research Analyst, Cypress Management Lp - Special Situations/Distressed Securities Fund
    San Francisco Sentry Investment Group, Inc. 2005 - 2008
  • Ivy Asset Management
    Senior Research Analyst, Hedge Fund-Of-Funds
    Ivy Asset Management 2004 - 2005
  • Dragon Global Investors - Emerging Markets Long/Short Fund
    Research Analyst
    Dragon Global Investors - Emerging Markets Long/Short Fund 2002 - 2004
  • Hp
    Manager, Corporate Strategy And Development / Corporate Venture
    Hp 2000 - 2002
    Palo Alto, Ca, Us
    * Venture investments: Evaluated over $500m in mostly seed-stage companies through comprehensive valuation and due diligence. Advised portfolio company mgmt teams on finance and operations.* Corporate strategy: Advised HP’s Personal Storage Business unit on developing a commercialization strategy for emerging memory chip technologies and negotiated multi-year strategic alliances for the joint development of these technologies.
  • Citigroup
    Vice President, Multi-Asset Derivatives Structuring And Sales, Latin America
    Citigroup 1996 - 2000
    New York, New York, Us
    * Executed close to 200 cross-asset derivatives transactions annually, doubling Latam derivatives business.* Executed some of the first-ever hybrid derivatives transactions done in the Latam region.* Created Citibank’s first ever Latin America-focused derivatives conference.
  • Lehman Brothers
    Investment Banking Analyst, Us And Latin America
    Lehman Brothers 1992 - 1994
    Us
    * Deal team for Institutional Investor Top 10 Deal of the Year: Air Canada/Air Partners (TPG) buyout of Continental Airlines.

Kimberly Wright Backus, Cfa Skills

Equities Alternative Investments Investments Portfolio Management Valuation Hedge Funds Fixed Income Venture Capital Investment Banking Derivatives Mergers And Acquisitions Private Equity Investment Management Structured Finance Hedging Bonds Socially Responsible Investing Equity Research Capital Markets Options Fintech Fund Of Funds Start Ups Strategy Emerging Markets Corporate Development Credit Analysis Investment Advisory Asset Allocation Product Development Due Diligence Corporate Finance Asset Management Trading Business Strategy Financial Modeling Blockchain Client Development Cryptocurrency Distressed Debt Latin America Capital Structure Strategic Alliances Manager Selection Global Investment Management Smart Beta Part Time Cfo Services Treasury Management Investment Strategies Mutual Funds Finance Securities

Kimberly Wright Backus, Cfa Education Details

  • Harvard Business School
    Harvard Business School
    Finance Concentration
  • Rhodes College
    Rhodes College
    Full Cpa-Level Accounting Concentration; Minor In Spanish
  • Universidad Complutense De Madrid
    Universidad Complutense De Madrid
    And Literature.
  • Harvard Business School Online
    Harvard Business School Online
    Sustainable Business Strategy
  • Harvard Business School Executive Education
    Harvard Business School Executive Education
    Ma
  • Kellogg Executive Education
    Kellogg Executive Education
    Il
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    N
  • Stanford University
    Stanford University
    * Programming Methodology Cs106A
  • Caia Association
    Caia Association
    Caia Charter Issued 2016

Frequently Asked Questions about Kimberly Wright Backus, Cfa

What company does Kimberly Wright Backus, Cfa work for?

Kimberly Wright Backus, Cfa works for Portica Ventures

What is Kimberly Wright Backus, Cfa's role at the current company?

Kimberly Wright Backus, Cfa's current role is Managing Partner.

What is Kimberly Wright Backus, Cfa's email address?

Kimberly Wright Backus, Cfa's email address is kimberly.backus@db.com

What is Kimberly Wright Backus, Cfa's direct phone number?

Kimberly Wright Backus, Cfa's direct phone number is +164685*****

What schools did Kimberly Wright Backus, Cfa attend?

Kimberly Wright Backus, Cfa attended Harvard Business School, Rhodes College, Universidad Complutense De Madrid, Harvard Business School Online, Harvard Business School Executive Education, Kellogg Executive Education, Nyu Stern School Of Business, Stanford University, Caia Association.

What are some of Kimberly Wright Backus, Cfa's interests?

Kimberly Wright Backus, Cfa has interest in Children, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.

What skills is Kimberly Wright Backus, Cfa known for?

Kimberly Wright Backus, Cfa has skills like Equities, Alternative Investments, Investments, Portfolio Management, Valuation, Hedge Funds, Fixed Income, Venture Capital, Investment Banking, Derivatives, Mergers And Acquisitions, Private Equity.

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