Kregg A Kiel

Westfield, IN

Investment Banking

The Symmetrical Group Jan 2018 - May 2019
Director
Corporate Finance Associates Jan 2018 - May 2019
Managing Director
Placement Loop Nov 2016 - Feb 2018
Product Manager and Sales Implementation
Canterbury Investment Management, Llc Feb 1, 2016 - Jan 2017
Director - Institutional Portfolio Group
Canterbury Investment Management, Llc May 2015 - Jan 2016
Chief Revenue Officer

Northwestern University - Kellogg School of Management 1989 - 1992
Master of Business Administration, Masters, Finance Ferris State University 1983 - 1987
Bachelors, Business Administration, Management, Business Administration and Management

Leadership
Business Development
Strategic Planning
Business Planning
Portfolio Management
Family Office
Asset Management
Investments
Equities
Financial Planning
Etfs
Due Diligence
Model Portfolios
Financial Modeling
Institutional Sales
Investment Portfolio
Entrepreneurship
Venture Capital
Start Ups
Executive Management
Finance
Microsoft Office
Portfolio Performance Analysis
Business Strategy
Management
New Business Development
Strategy
Strategic Consulting
Start Up Ventures
Financial Reporting
Business Analysis
Analysis
Private Equity
Portfolio Assessment
Market Analysis
Competitive Analysis
Management Consulting
Strategic Partnerships
Marketing Strategy
Marketing
Team Building
Financial Analysis
Financial Services
Remote Desktop
Prospect Research
Microsoft Excel
Derivatives
Wealth Management
Wealth Management Services

Animal Welfare
Environment
Education
Economic Empowerment

Series 65
Product Management Fundamentals
Series 63
Securities Industry Essentials (Sie)
Series 79