Summary
Overview
Work History
Education
Skills
Timeline
Generic

Karen Powell

Farmington,CT

Summary


Diligent Financial and Investment expert with robust background in financial leadership, strategic planning, and risk management. Demonstrates proficiency in financial forecasting and team collaboration.

Overview

35
35
years of professional experience

Work History

CFO

SmartMarketData, LLC
09.2020 - Current

Directed all aspects of financial, legal, tax, and investment management for small business. Working collaboratively with President of company on all aspects of small business. Proficient in quickbooks online, salesforce, and Microsoft office products.


Emerging Markets Portfolio Manager

Aeltus Investment Management
01.1997 - 06.2001

Managed and traded 200M of the emerging market allocation to the General Account and all emerging market portions of the high yield mutual funds and structured products CBOs offered at Aeltus Investment Management. Investments were focused on emerging market government debt with some corporate exposure measured against the JPM EMG index benchmark


Assistant Portfolio Manager

Aeltus Investment Management
01.1993 - 12.1996

Collaborated with CIO of Aeltus Investment management to determine asset allocate and investment mix of his equity bond portfolio

Determined asset allocation within the fixed income area of the portfolio using various subjective and quantitative models.


Quantitative Research Analyst

Aetna Investments
06.1989 - 01.1993

Developed and ran code based models (Fortran and C++) in order to recommend and assess various fixed income investments Examples include a Dynamic hedging model, and interest rate simulation models for individual investment and strategy risk analysis.


Education

CFA -

Chartered Financial Analyst
06-1996

MBA - Masters of Business Administration

UCONN School of Business
West Hartford, CT
05-1993

Bachelor of Arts - Administrative Science

Colby College
Waterville, WA
05-1989

Skills

  • Portfolio and Investment Acumen
  • Diligent and effective communicator
  • Cash Flow Management
  • Legal and Accounting
  • Financial Strategy Development
  • Regulatory Compliance Knowledge

Timeline

CFO

SmartMarketData, LLC
09.2020 - Current

Emerging Markets Portfolio Manager

Aeltus Investment Management
01.1997 - 06.2001

Assistant Portfolio Manager

Aeltus Investment Management
01.1993 - 12.1996

Quantitative Research Analyst

Aetna Investments
06.1989 - 01.1993

CFA -

Chartered Financial Analyst

MBA - Masters of Business Administration

UCONN School of Business

Bachelor of Arts - Administrative Science

Colby College
Karen Powell