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Anna Kinney

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Anna Kinney

Vice President | Portfolio Advisors

Norwalk, Connecticut, United States

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Anna Kinney

Summary

Anna Kinney is a seasoned Vice President at Portfolio Advisors, LLC, with over a decade of experience in portfolio monitoring and client service within the private capital sector. She holds a Bachelor's degree in Economics and Mathematics from Sacred Heart University and a Master's degree in Mathematics with a focus on Financial Mathematics from Fairfield University. Known for her strong analytical skills, Anna has a proven track record of leveraging Microsoft Excel and project management techniques to drive results. She has been recognized with the Rose Marie Kinik Award for her contributions to the industry. Anna's journey in finance began as a Wealth Management Intern at Merrill Lynch, paving her way through various roles at Portfolio Advisors, where she has progressively climbed the ranks. Her commitment to excellence and continuous learning positions her as a thought leader in her field. Outside of her professional life, Anna is passionate about mentoring emerging talent in finance and advocating for diversity in the workplace.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Anna Kinney

Work Experience

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Vice President at

Portfolio Advisors

January 2022 - Present

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Senior Associate at

Portfolio Advisors

January 2018 - January 2022

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Associate at

Portfolio Advisors

January 2016 - December 2017

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Analyst at

Portfolio Advisors

September 2013 - December 2015

💼

Wealth Management Intern at

Merrill Lynch/Wfc/L. Inc.

September 2012 - December 2012

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Anna Kinney

Education

Sacred Heart University, Bachelor's Degree

January 2009 - January 2013

Fairfield University, Master Of Science - Ms

January 2019

Frequently Asked Questions about Anna Kinney

What is Anna Kinney email address?

Anna Kinney's primary email address is *******@portad.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Anna Kinney work for?

Anna Kinney is a Vice President at Portfolio Advisors, a company specializing in Functions related to depository banking.

Where Anna Kinney graduated from?

Anna Kinney holds a degree in Economics; Mathematics from Sacred Heart University.

How can I directly contact Anna Kinney?

To contact Anna Kinney directly, you can use the email address *******@portad.com. Complete contact information is available upon registration with Muraena.

Who is Anna Kinney?

Anna Kinney is a seasoned Vice President at Portfolio Advisors, LLC, with over a decade of experience in portfolio monitoring and client service within the private capital sector. She holds a Bachelor's degree in Economics and Mathematics from Sacred Heart University and a Master's degree in Mathematics with a focus on Financial Mathematics from Fairfield University. Known for her strong analytical skills, Anna has a proven track record of leveraging Microsoft Excel and project management techniques to drive results. She has been recognized with the Rose Marie Kinik Award for her contributions to the industry. Anna's journey in finance began as a Wealth Management Intern at Merrill Lynch, paving her way through various roles at Portfolio Advisors, where she has progressively climbed the ranks. Her commitment to excellence and continuous learning positions her as a thought leader in her field. Outside of her professional life, Anna is passionate about mentoring emerging talent in finance and advocating for diversity in the workplace.

Anna`s contact details

mail

*******@portad.com

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