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Kimberly Butt, CFA, CPA

Kimberly Butt, CFA, CPA

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location of Kimberly Butt, CFA, CPANew York, New York, United States

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  • Timeline

  • About me

    Senior Associate at Warren Equity Partners

  • Education

    • Falmouth High School

      2005 - 2009

    • Bucknell University

      2009 - 2013
      BSBA Accounting magna cum laude

      Activities and Societies: Chi Omega Sorority (Treasurer), Accounting Club, Panhellenic Council (Vice President), Delta Mu Delta Business Honor Society, Orchestra, New Student Orientation

  • Experience

    • Bucknell University

      May 2011 - May 2013

      Coordinated the Undergraduate Executive Internship Program and interned in the Office of the President Foundations of Accounting & Financial ManagementIntermediate Accounting • Answered questions and assisted high school students and parents with the application process• Assisted admissions counselors with daily duties

      • Executive Intern

        Aug 2011 - May 2013

      • Teaching Assistant

        Aug 2011 - May 2012

      • Admissions Office Assistant

        May 2011 - Aug 2011

    • PwC

      Sept 2013 - Apr 2017
      Senior Associate

    • AIG

      Apr 2017 - Jan 2019
      Credit Research Analyst

    • Stifel Financial Corp.

      Jan 2019 - Jun 2020
      Equity Research Associate

    • CohnReznick LLP

      Jun 2020 - Dec 2024

      • Director, Transaction Advisory Services

        Sept 2023 - Dec 2024

      • Senior Manager, Transactional Advisory Services

        Sept 2022 - Sept 2023

      • Manager, Transactional Advisory Services

        Jul 2021 - Sept 2022

      • Senior Transactional Advisory Services Consultant

        Jun 2020 - Jul 2021

    • Warren Equity Partners

      Dec 2024 - now
      Senior Associate

  • Licenses & Certifications

    • Certified Public Accountant

    • Chartered Financial Analyst (CFA)

      CFA Institute