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Storia della carriera di Kimberlee Elizabeth Levy
Precedenti posizioni note di Kimberlee Elizabeth Levy
Società | Posizione | Inizio | Fine |
---|---|---|---|
Concorde Asset Management LLC (Michigan)
![]() Concorde Asset Management LLC (Michigan) Investment ManagersFinance Concorde Asset Management LLC is a registered investment advisor headquartered in Livonia, Michigan. The firm was founded by in 2006 and is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management offers discretionary and nondiscretionary investment management services to individuals, businesses, trusts and estates, retirement plan sponsors and plan participants, foundations, endowments, and other charitable organizations. | Responsabile della Conformità | 01/01/2020 | 31/12/2023 |
CIG Venture Management LLC
![]() CIG Venture Management LLC Investment ManagersFinance CIG Venture Management LLC (CIG Venture Management) is a venture capital subsidiary of CIG Corp. founded in 2008 by Osman Radwan Minkara. The firm is headquartered in Southfield, Michigan. | Responsabile della Conformità | 01/01/2009 | 01/04/2013 |
Munder Capital Management
![]() Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Responsabile della Conformità | 01/01/2001 | - |
H&R Block Financial Advisors
![]() H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Corporate Officer/Principal | 01/01/1999 | - |
Formazione di Kimberlee Elizabeth Levy
DePaul University | Graduate Degree |
Michigan State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Compliance Officer | 3 |
Corporate Officer/Principal | 1 |
Graduate Degree | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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CIG Venture Management LLC
![]() CIG Venture Management LLC Investment ManagersFinance CIG Venture Management LLC (CIG Venture Management) is a venture capital subsidiary of CIG Corp. founded in 2008 by Osman Radwan Minkara. The firm is headquartered in Southfield, Michigan. | Finance |
Munder Capital Management
![]() Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
H&R Block Financial Advisors
![]() H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
Concorde Asset Management LLC (Michigan)
![]() Concorde Asset Management LLC (Michigan) Investment ManagersFinance Concorde Asset Management LLC is a registered investment advisor headquartered in Livonia, Michigan. The firm was founded by in 2006 and is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management offers discretionary and nondiscretionary investment management services to individuals, businesses, trusts and estates, retirement plan sponsors and plan participants, foundations, endowments, and other charitable organizations. | Finance |