Katie Lundy
Regional Director | Dimensional Fund Advisors
- Role
- Regional Director at Dimensional Fund Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Regional Director
Jul 2025 — Present
Education
W. P. Carey School of Business – Arizona State University
Master of Business Administration (MBA), Entrepreneurship
2018
W. P. Carey School of Business – Arizona State University
Master of Science - MS, Finance
2018
Arizona State University
Bachelor of Science (BS), Biology
2012
Skills
- Term Sheets
- Employee Training
- Data Mining
- Quantitative Research
- Email Marketing
- Microsoft Excel
- Financial Modeling
- Business Development
- Tableau
- Marketing
- Social Media
- Portfolio Analysis
- Graphic Design
- Analytical Skills
- Morningstar
- Management
- Cross-Functional Team Leadership
- Vaulations
- Organizational Effectiveness
- Asset Allocation
- Drip Marketing
- Business Process Improvement
- Valuation
- Auditing
- Customer Service
- Investment Strategies
- Microsoft Office
- Venture Capital
- Planning Budgeting & Forecasting
- Public Speaking
- Inventory Control
- Data Analysis
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