Kerrie Doughty-Lloyd
Vice President, Institutional Consultant
- Role
- Vice President, Institutional Consultant at Index Fund Advisors, Inc
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kerrie Doughty-Lloyd
Kerrie has worked with the most respected names in the financial services industry…
Experience
Vice President, Institutional Consultant
Apr 2023 — Present · CA
Institutional consulting and financial advisory services for institutional investors and fiduciaries.
Education
The American College of Financial Services
Chartered Special Needs Consultant, Financial Planning and Services
California State University, Fullerton
Bachelor's Degree
1983 — 1987
Skills
- Institutional Investors
- Asset Management
- Mutual Funds
- Bonds
- Securities Lending
- Fund of Funds
- Fund Accounting
- Funding
- Investments
- Relationship Management
- Risk Management
- Securities
- Investment Strategies
- Negotiation
- Direct Sales
- Financial Markets
- Alternative Investments
- Financial Planning
- 401k
- Pension Funds
- Portfolio Management
- Series 63
- Bloomberg
- Equities
- Capital Markets
- Erisa
- Pensions
- Asset Allocation
- Global Custody
- Regional Development
- Defined Benefit
- Series 7
- Asset Managment
- Financial Services
- Corporate Actions
- Regional Planning
- Strategic Financial Planning
- Institutional Investments
- Derivatives
- Fx Options
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