Kevin Truitt

Chief Investment Officer

Kevin Truitt is a high-level professional, that works in Sdm Investments on the position of Chief Investment Officer from 2016. This expert has earned professional experience in more than nine positions at various companies. Kevin Truitt went to the Depaul University and was studying there. Chicago, Illinois is the area, where the professional was known to settle. The person's contacts can be accessed through SoftwareOfficial by request.
Name variants:
Kev Truitt
Last updated May 31, 2024

Contact Information

Last Update
Jul 11, 2022
Email
ke**@att.net, kt**@cclfchicago.org
Location
Chicago, IL
Company
Sdm Investments

Workplace

Chief Investment Officer

Work History

Chief Investment Officer

Responsible for all equity investment research, analysis and portfolio management.
from Apr 2016

Senior Program and Loan Officer

29 east Madison St SUITE 1700, Chicago, IL 60602
Chicago Community Loan Fund provides low-cost, flexible financing and hands-on technical assistance to community development organizations for affordable housing, economic/commercial develop...
from Jun 2014

Community Outreach Volunteer

8401 south Saginaw Ave, Chicago, IL 60617
Assist the Lead Founder in strategic planning and developing community outreach planning efforts.
Apr 2013 — Mar 2014

Senior Finanicial Analyst- Financial Planning,Modeling and Quantitative Analysis

Analyze, operating revenue and expense data for academic programs operated by the School of Continuing Studies to ensure accuracy of financial reporting to school senior management and colle...
Dec 2011 — May 2012

Senior Financial Analyst and Consultant

Responsible coordinating and managing the analysis and evaluation of client financial accounting systems and procedures across various systems such as general ledger, accounts receivable, in...
Mar 2010 — May 2011

Interim - Chief Operations Officer and Chief Financial Officer

Advised and consulted the church on how to reorganize its financial affairs and daily operations. Re-aligned the church’ staffing to a level that improved cash flow by saving $250,000 in o...
Mar 2009 — Jul 2009

Commercial Banker

Cross sell credit and non-credit financial products and services to small and medium sized businesses. Perform cash flow, credit and financial statement analysis to determine creditworthines...
Jan 2005 — Oct 2008

Cfo-Manager of Corporate Finance

Manage the company’s operating budget, it’s banking relationships and regularly monitored corporate cash flow and departmental operating budgets for variances and implement corrective actio...
Nov 1996 — Jul 2004

Deputy Director

Manage the division’s 30 person operating staff and oversee the billing and collections of $75,000,000 to $80,000,000 in annual fees, permits, licenses, fines, and penalties. Coordinated the...
Jan 1991 — Oct 1996

Occupations

Executive
Chief Investment Officer
Accountant
Finance and Accounting Specialist
Financial Broker
Loan Officer
Management Analysts
Accounting Bookkeeper
Bookkeeper
Loan Officers

Skills

Financial Analysis
Financial Modeling
Finance
Corporate Finance
Leadership
Analysis
Valuation
Investments
Strategic Financial Planning
Cash Management
Credit
Budgets
Portfolio Management
Financial Reporting
Commercial Banking
Forecasting
Credit Analysis
Financial Services
Financial Planning
Business Development
Investment Management
Budgeting
Banking
Loans
Executive Management
Login