Kimberly Chevalier
Investment Associate at KeyBank
- Role
- Investment Associate at KeyBank
- Location
- Elkhart, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kimberly Chevalier
My background is in office management and technology. For the past 10 years I have been…
Experience
Investment Associate
Jul 2013 — Present
Education
Indiana University South Bend
Associates, Business
1982 — 1984
Concord High School
Diploma, College Prep
1978 — 1982
Goshen College
not yet, Management & Information Systems
2000 — 2001
Skills
- Due Diligence
- Hedge Funds
- Securities
- Finance
- Brokerage
- Team Building
- Customer Relations
- Options
- Strategic Financial Planning
- Business Analysis
- Process Improvement
- Equities
- Compliance
- Mergers & Acquisitions
- Office Management
- Risk
- Strategy
- Fixed Income
- Insurance
- Executive Management
- Trading
- Investment Banking
- Leadership
- Training
- Wealth Management
- Series 7
- Series 63
- Aml
- Financial Risk
- Asset Management
- Annuities
- Portfolio Management
- Mergers
- Loans
- Investments
- Banking
- Mutual Funds
- Risk Management
- Customer Service
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