Karen Kluge

Karen Kluge

Change Management Lead for Advisory Technology, Director @Evercore

New York, NY, US
EMAILS
k••••••••@evercore.com
MOBILE NUMBERS
+19•••••••03

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WORK HISTORY

Apr 2023 — Present

Change Management Lead for Advisory Technology, Director @Evercore

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New York, NY, US

EDUCATION

1979 — 1981

Isenberg School of Management, UMass Amherst

MBA, Finance

1975 — 1979

State University of New York at Fredonia

BA, Music and Economics

SKILLS

Trading SystemsTrainingFinancial RiskAnalysisInvestment BankingSeries 7EquitiesFinancial ServicesRisk ManagementTraining DeliveryAsset ManagmentBusiness AnalysisFixed IncomeEquity ResearchCapital MarketsFinanceValuationEconomicsHedge FundsMergers & AcquisitionsPrivate EquityInvestmentsDerivativesBloombergFinancial ModelingPortfolio ManagementCorporate FinanceAsset ManagementCommunicationChange ManagementTechnical WritingConsensus BuildingTraining FacilitationProject ManagementText EditingTechnical TrainingTechnical Documentation

ABOUT KAREN KLUGE

Highly skilled writer and editor, articulate communicator, empathetic team leader, strong collaborative partner to technology, trusted advisor to stakeholders. strategic thinker with a focus on driving revenue via user-centric solutionsPassionate about empathizing with the user’s processes and melding those needs into a viable, cost-effective business solution. Firm proponent of Lean UX process for efficient and effective product design with minimal wasted resourcesSeasoned manager with experience with and insight into CRM and Analytics technology in the Investment Banking sector spanning: UX-needs assessment, deployment, product documentation, optimizing learning materials, user feedback collection and delivery, adoption analysis and optimizations

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Karen Kluge — Email, Phone Number & Contact Info | Unifers