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Kelly Zurek

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Kelly Zurek

Banker | Andersen

Greater Chicago Area United States, United States

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Kelly Zurek

Summary

Kelly Zurek is an accomplished finance professional with extensive experience in tax and financial management. Currently serving as Managing Director at Andersen, she leverages her expertise to drive financial strategies and optimize performance. With a strong background in both corporate and financial services, Kelly has held key roles at notable organizations such as Harley-Davidson Financial Services and Family Office Exchange. Her career reflects a commitment to excellence and leadership in the finance sector. Kelly's educational foundation includes a Bachelor of Science in Accountancy from the University of Illinois at Urbana-Champaign. She is passionate about innovation in finance and is known for her ability to navigate complex financial landscapes. Outside of work, she enjoys exploring emerging technologies that impact the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kelly Zurek

Work Experience

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Banker at

Bank One

January 1995 - January 1997

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Senior Tax Consultant at

Arthur Andersen & Co.

July 1997 - June 2000

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Sr. Financial Analyst at

Harley-Davidson Financial Services

July 2000 - June 2002

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Finance Manager at

Merisant Company

June 2002 - March 2006

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Controller at

Lakeview Capital Management, LLC

March 2006 - May 2012

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VP and Treasurer at

Lakeview Capital Management, LLC

April 2012 - August 2018

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Chief Financial Officer at

Family Office Exchange

March 2020 - December 2021

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Managing Director at

Andersen

January 2022 - Present

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Kelly Zurek

Education

University of Illinois at Urbana-Champaign - College of Business, Bachelor of Science (B.S.), Accountancy

January 1993 - January 1997

Frequently Asked Questions about Kelly Zurek

What is Kelly Zurek email address?

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

What company does Kelly Zurek work for?

Kelly Zurek is a Banker at Andersen.

Where Kelly Zurek graduated from?

Kelly Zurek holds a degree in null from University of Illinois at Urbana-Champaign - College of Business.

How can I directly contact Kelly Zurek?

To contact Kelly Zurek directly, you can use the email address ***********@andersen.com. Complete contact information is available upon registration with Muraena.

Who is Kelly Zurek?

Kelly Zurek is an accomplished finance professional with extensive experience in tax and financial management. Currently serving as Managing Director at Andersen, she leverages her expertise to drive financial strategies and optimize performance. With a strong background in both corporate and financial services, Kelly has held key roles at notable organizations such as Harley-Davidson Financial Services and Family Office Exchange. Her career reflects a commitment to excellence and leadership in the finance sector. Kelly's educational foundation includes a Bachelor of Science in Accountancy from the University of Illinois at Urbana-Champaign. She is passionate about innovation in finance and is known for her ability to navigate complex financial landscapes. Outside of work, she enjoys exploring emerging technologies that impact the financial industry.

Kelly`s contact details

mail

***********@andersen.com

***********@andersentax.com

Colleagues

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Kelly Crug

Economic Consulting Services Associate

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Jon Hilton

Senior Tax Manager

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Mark Wood

Accountant

Peter J Coscia

Senior Tax Manager

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Peter Speranza

Tax Associate

Lilli I Alberga

Managing Director

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