We found the following information about Jeffrey Kinsey at Canopy Advisory Group, where the professional has worked as a Contract Consultant since 2019. Jeffrey's total work experience is over 24 years, during which time Jeffrey Kinsey had at least 11 jobs at different places to develop skills. Jeffrey studied at the Dominican University of California from 2001 to 2003. Jeffrey currently is located in Albuquerque, New Mexico. You can contact with Jeffrey by searching for phone or email address or find additional info by requesting access to the professional's additional details from us.
Name variants:
Jeffery Kinsey,
Geoffrey Kinsey,
Jeff Kinsey
Last updated May 25, 2024
Contact Information
Last Update
Jul 7, 2022
Email
je**@citigroup.com, je**@gmail.com
Location
Albuquerque, NM
Company
Workplace
Colleagues
Work History
Contract Consultant
1150 Delaware St, Denver, CO 80204
Strategic consultant and executive coach specializing in organizational behavior and operational efficiency
from Sep 2019
Senior Portfolio Advisor
Responsible for aligning business models with organizational infrastructure for underlying portfolio companies. Experience covers financial services, non-profits, real estate and technology.
from Apr 2018
Chief Operating Officer, Riverside Capital
Drive 25-person organization through all aspects of business model, from strategic planning through execution, including: creation and adoption of corporate culture, staffing, operations (p...
Apr 2015 — Jul 2017
Senior Vice President, Head of Business Development
2960 north Meridian St SUITE 300, Indianapolis, IN 46208
Built and managed national sales team, set and executed sales strategy and sold fund services throughout the United States, primarily focused on the Western territory. Products covered inclu...
Jan 2013 — Aug 2014
Executive Director of Business Development
270 Park Ave, New York, NY 10010
As senior sales consultant, provided asset managers outsourced solutions, including administration, accounting and custody services.
Implemented senior executive client communication plan,...
Jul 2010 — Jan 2013
Director of Business Development
388 Greenwich St, New York, NY 10013
Served as senior sales consultant to provide asset managers, advisors, and banks with front-, middle- and back-office outsourcing services.
Selected to “Chairman’s Club” for being in the t...
Feb 2005 — Jul 2010
Vice President, Client Relationship Executive
1 Lincoln St, Boston, MA 02135
Managed 60 staff and 130 daily client contacts to deliver comprehensive custody services and develop additional business opportunities for institutional banking relationships with pension f...
Feb 2000 — Apr 2005
Assistant Vice President and Team Leader
225 Liberty St, New York, NY 10006
Led team of 15 portfolio accountants and served as primary daily point of contact to support $145 billion global mutual fund complex.
1996 — 2000
Assistant Treasurer
453 7Th St, Des Moines, IA 50309
Completed daily fund accounting transaction processing and monthly reconciliation and reporting functions for multiple public and corporate pension fund clients.
1992 — 1996
Education
2001 — 2003
1986 — 1990
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Asset Management
Mutual Funds
Securities
Alternative Investments
Banking
Business Development
Fund Administration
Hedge Funds
Asset Managment
Fund Accounting
Portfolio Management
Investments
Fixed Income
Equities
Investment Management
Financial Markets
Financial Analysis
Valuation
Risk Management
Wealth Management
Due Diligence
Series 7
Strategy
Private Equity
Derivatives
Leadership
Management
Sales Management
Team Building
Strategic Planning
Business Process Improvement
Strategy Implementation
Financial Reporting
Marketing Strategy
Corporate Branding
Compensation Structures
Finance
Capital Markets
Sales
Marketing
FAQs about Jeffrey Kinsey
What is the profession of Jeffrey Kinsey?
This professional's job is Contract Consultant
What jobs is Jeffrey Kinsey a professional at?
Jeffrey is proficient at such jobs as Executive and Director.
Where is Jeffrey Kinsey located?
The professional is currently located in Albuquerque, New Mexico.
What is the expert's email?
Jeffrey's email is je**@citigroup.com and je**@gmail.com.
Where did Jeffrey Kinsey work?
The professional worked at Canopy Advisory Group, Black Diamond Financial Group.
What education does Jeffrey Kinsey have?
Jeffrey studied at the Dominican University of California from 2001 to 2003.
What is the industry that Jeffrey Kinsey worked in?
This person works in Financial Services industry.
Are there any professional skills Jeffrey Kinsey has?
Jeffrey Kinsey has skills in the following areas: Financial Services, Asset Management, Mutual Funds, Securities, Alternative Investments, Banking, Business Development, Fund Administration, and Hedge Funds.