Casey Kokos
- Role
- Managing Director, Global Strategy and m & a at State Street
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Casey Kokos
I am a senior executive skilled in strategic business management, capital allocation and…
Experience
Managing Director, Global Strategy and m & a
Jan 2017 — Present
Member of senior corporate strategy team and responsible for leading priority external growth projects at State Street including sourcing and executing capital investments directly aligned to established strategic goals (i.e, M&A, divestitures, joint ventures, strategic partnerships and minority investments)
Education
Yale University
MBA, Investment Management and Business Strategy
2005 — 2007
Boston College
BS, Finance
1995 — 1999
Skills
- Strategic Planning
- Succession Planning
- Strategic Partnerships
- Asset Management
- Competitive Analysis
- Corporate Finance
- Investment Strategies
- Wealth Management
- Venture Capital
- Fixed Income
- Finance
- Investments
- Management Consulting
- Business Strategy
- Capital Budgeting
- Management
- Financial Services
- Business Planning
- Strategy Development
- Integration
- Due Diligence
- Strategy
- Entrepreneurship
- Restructuring
- Investment Banking
- Business Development
- Series 63
- Leadership
- Alternative Investments
- Distribution
- Series 79
- Recruitment/Retention
- Project Management
- Financial Management
- Business Analysis
- Valuation
- Private Equity
- Investment Management
- Executive Compensation
- Hedge Funds
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