Image of Ksenia CFA

Ksenia CFA

Assistant Vice President @ Capital Group

Founder and CEO at UNest

Sherman Oaks, California

Ranked #1,013 out of 20,260 for Assistant Vice President in California

Section title

Ksenia CFA's Email Addresses & Phone Numbers

Ksenia CFA's Work Experience

Capital Group

Assistant Vice President

June 2014 to Present

CFA Institute

Level II Candidate

June 2011 to Present

J.P. Morgan

Private Banking Summer Associate

June 2013 to August 2013

Ksenia CFA's Education

UCLA Anderson School of Management

MBA in progress Finance/ Investment Management

2011 to 2014

CFA Institute

Level II Candidate Asset Management

2010 to 2012

California State University-Northridge

BA Finance

2007 to 2009

Ksenia CFA's Professional Skills Radar Chart

Based on our findings, Ksenia CFA is ...

Democratic
Talkative
Goal-oriented

What's on Ksenia CFA's mind?

Based on our findings, Ksenia CFA is ...

52% Left Brained
48% Right Brained

Ksenia CFA's Estimated Salary Range

About Ksenia CFA's Current Company

Capital Group

Frequently Asked Questions about Ksenia CFA

What company does Ksenia CFA work for?

Ksenia CFA works for Capital Group


What is Ksenia CFA's role at Capital Group?

Ksenia CFA is Assistant Vice President


What is Ksenia CFA's personal email address?

Ksenia CFA's personal email address is k****[email protected]


What is Ksenia CFA's business email address?

Ksenia CFA's business email addresses are not available


What is Ksenia CFA's Phone Number?

Ksenia CFA's phone (213) ***-*179


What industry does Ksenia CFA work in?

Ksenia CFA works in the Financial Services industry.


Who are Ksenia CFA's colleagues?

Ksenia CFA's colleague is Brian Thorp


About Ksenia CFA

📖 Summary

Assistant Vice President @ From June 2014 to Present (1 year 7 months) Level II Candidate @ From June 2011 to Present (4 years 7 months) Private Banking Summer Associate @ From June 2013 to August 2013 (3 months) Broker @ From June 2009 to August 2013 (4 years 3 months) Greater Los Angeles AreaIndependent Portfolio Manager/ Analyst @ From January 2011 to June 2013 (2 years 6 months) Portfolio Manager/ Lead of Tactical Asset Allocation Strategy @ From March 2012 to May 2013 (1 year 3 months) Loan Processor @ • Reviewed loan applications and other financial documentation, verified compliance, and submitted loan packages to competitive lenders From January 2005 to June 2009 (4 years 6 months) Greater Los Angeles AreaMBA in progress, Finance/ Investment Management @ UCLA Anderson School of Management From 2011 to 2014 Level II Candidate, Asset Management @ CFA Institute From 2010 to 2012 BA, Finance @ California State University-Northridge From 2007 to 2009 Ksenia CFA is skilled in: Asset Management, Portfolio Management, Investments, Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Macro Analysis, Equities, Equity Trading, Venture Capital, Investment Management, Investment Strategies, Leadership, Economics


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In a nutshell

Ksenia CFA's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

2 year(s), 8 month(s)

Ksenia CFA's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 100% chance that Ksenia CFA is seeking for new opportunities

Ksenia CFA's Social Media Links

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