Kerry McCormick

About Kerry McCormick

Organizational Leadership • Team Building and Motivation • Finance and P&L Management • Business and Growth Development • Strategic Market Positioning • Mergers and Acquisitions • Customer/Partner Relationships • Sales Development Strategy • Marketing Plan Development I am a goal-oriented person with a passion for providing exceptional service to others. I believe that to be successful, you must help those around you succeed. My goal is to learn and adapt quickly, provide quality service, build connections and lasting relationships with other professionals, lead by example, set and achieve personal goals, work hard, communicate effectively, enjoy my work and be highly respected. My goal is to use past experiences to continue my personal and professional growth! As a woman who has been working in finance for many years, I have indeed experienced many ups and downs and challenges, but in the process, I have also learned many valuable experiences and insights! Constantly challenge the limits of my ability The financial industry is an industry full of opportunities and challenges. I always maintain a mentality of adapting to changes and challenging myself. Whether facing market risks or company management, I will choose to respond positively and challenge the limits of my ability. This has become an important way for me to grow in the industry!

Experience

1. Investment Analyst

   Stellus Capital Management, Llc

   Jan 2017 — Present

   A distinctive feature of the MIO business is that we are perfectly aligned with our clients (our investors) in terms of wealth advisory and investment management. If we exceed pre-established benchmarks, we are compensated solely on the basis of our investment performance. In addition, we do not operate within a sales-driven culture. As a result, our unique structure allows MIO to provide objective, unbiased financial advice to our clients.

Education

• University of Lausanne

  MBA in Finance

  2002 — 2006