Profile

Kimberlee Elizabeth Levy worked as a Compliance Officer at Munder Capital Management from 2001 to 2008.
She also served as a Principal at H&R Block Financial Advisors from 1999 to 2000.
From 2009 to 2013, she held the position of Chief Compliance Officer at CIG Venture Management LLC.
Currently, she is the Chief Compliance Officer at Concorde Asset Management LLC (Michigan), a position she has held since 2020.
In terms of education, Ms. Levy obtained her undergraduate degree from Michigan State University in 1995.
She then went on to earn a graduate degree from DePaul University in 1998.

Former positions of Kimberlee Elizabeth Levy

CompaniesPositionEnd
Compliance Officer 2023-12-30
Compliance Officer 2013-03-31
Compliance Officer -
Corporate Officer/Principal -
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Training of Kimberlee Elizabeth Levy

DePaul University Graduate Degree
Michigan State University Undergraduate Degree

Experiences
Positions held

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100 +

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6

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Private companies4

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Finance

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