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Kaleigh Olsen, Cfa profile image

Kaleigh Olsen, Cfa

Director of Marketing and Investor Relations at Sagefield Capital
Intro Book
Chartered Financial Analyst (CFA) with experience in investment analysis and strategy.
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Location
Dallas, Texas, United States, US
Skills
  • Microsoft Excel
  • Leadership
  • Team Building
  • Strategy
  • Finance
  • Show all
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Bio

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Kaleigh Olsen is a seasoned finance professional with 4 years of experience in investment analysis, strategy, and leadership. She holds a Bachelor of Business Administration degree from Southern Methodist University and is a Chartered Financial Analyst (CFA) certified. Olsen has worked in various roles, including Director of Marketing and Investor Relations and Vice President - Business Development & Product Strategy Team, developing strong skills in finance, programming, and team management.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jun, 2014
    - Apr, 2026
  • Certified Personal Trainer
    National Academy of Sports Medicine (NASM)

Experience

  • Sagefield Capital
    • Dallas, Texas, United States
    • Director of Marketing and Investor Relations
      • Nov 2023 - Present
      • Dallas, Texas, United States

  • Carlson Capital, L.P.
    • Dallas, Texas, United States
    • Vice President - Business Development & Product Strategy Team
      • Feb 2019 - Sep 2023
      • Dallas, Texas, United States

  • Zoom Cycle & Train
    • Charlottesville, Virginia, United States
    • Head of Sculpt
      • Aug 2020 - May 2022
      • Charlottesville, Virginia, United States

  • TruFusion Dallas
    • Dallas/Fort Worth Area
    • Instructor
      • Jul 2019 - Aug 2020
      • Dallas/Fort Worth Area

  • KPMG
    • Dallas/Fort Worth Area
    • Deal Advisory Manager
      • Jul 2014 - Feb 2019
      • Dallas/Fort Worth Area

      • Support clients through critical stages of both Buy Side and Sell Side transactions, focusing on financial due diligence and project management• Manage and interpret large amounts of data to construct a valuable and detailed analysis of the client's financial situation• Assist deal teams in performing cross-functionally with both intra- and inter-firm peers

Education

  • 2010 - 2014
    Southern Methodist University - Cox School of Business
    Bachelor of Business Administration (B.B.A.), Finance with a Specialization in Alternative Assets

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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