Kathleen Utecht
Directeur/Membre du Conseil chez Mirador Financial, Inc.
Profil
Kathleen Utecht is currently a Director at Mirador Financial, Inc. and a Director at Gerry Care, Inc. She is also a Partner Emeritus at Core Innovation Capital.
Previously, she worked as a Principal at GE Commercial Finance, Inc., an Associate at NCP Management Holdings, Inc., the President of Green Rock USA, Inc., a Principal at Wharton Ventures, and an Associate at Raymond James Financial, Inc. Ms. Utecht also held the position of Senior Associate at Comcast Ventures LLC.
She earned an MBA from the University of Pennsylvania in 2011 and an undergraduate degree from Babson College in 2003.
Postes actifs de Kathleen Utecht
| Sociétés | Poste | Début |
|---|---|---|
Mirador Financial, Inc.
 Mirador Financial, Inc. Miscellaneous Commercial ServicesCommercial Services Mirador Financial, Inc. operates as a digital lending platform. Its technology supports a fully integrated, digital approach to borrower acquisition, loan application process and decisioning and borrower communication. The firm provides services to the banks, credit unions, non-profit lenders and small businesses. The company was founded by Trevor Dryer and William Beaver in 2013 and is headquartered in Portland, OR. | Directeur/Membre du Conseil | 01/01/2015 |
Core Innovation Capital
 Core Innovation Capital Investment ManagersFinance Core Innovation Capital (Core Innovation) is a venture capital firm founded in 2009 by Arjan Schutte. The firm is headquartered in Los Angeles, California. | Private Equity Investor | 01/10/2011 |
Gerry Care, Inc.
 Gerry Care, Inc. Medical/Nursing ServicesHealth Services Gerry Care, Inc. operates as a concierge service provider. It helps families find the right assisted living homes for elders by providing expert advice and recommendations. The company was founded by Farron Blanc and Ajay Rajani in 2018 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
Anciens postes connus de Kathleen Utecht
| Sociétés | Poste | Fin |
|---|---|---|
Wharton Ventures
 Wharton Ventures Investment ManagersFinance Wharton Ventures delivers academic programming, internship opportunities and sponsor student-led efforts and research in sustainability and business. The company is headquartered in Salt Lake City, UT. | Corporate Officer/Principal | 30/08/2011 |
NCP Management Holdings, Inc.
 NCP Management Holdings, Inc. Investment ManagersFinance NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama. | Corporate Officer/Principal | 30/08/2010 |
Green Rock USA, Inc.
 Green Rock USA, Inc. Wholesale DistributorsDistribution Services Green Rock USA, Inc. manufactures & wholesales jewelry and precious stones. The company was founded in 1998 and is headquartered in New York, NY. | Corporate Officer/Principal | 30/04/2009 |
Raymond James Financial, Inc. (Broker)
 Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Corporate Officer/Principal | 30/05/2008 |
GE Commercial Finance, Inc.
 GE Commercial Finance, Inc. Finance/Rental/LeasingFinance GE Commercial Finance, Inc. provides commercial lending, financing and leasing services. It offers healthcare, manufacturing, fleet management, communications, construction, energy, aviation, infrastructure and equipment services. The company is headquartered in Norwalk, CT. | Corporate Officer/Principal | 30/08/2006 |
Formation de Kathleen Utecht
| University of Pennsylvania | Masters Business Admin |
| Babson College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Mirador Financial, Inc.
Mirador Financial, Inc. Miscellaneous Commercial ServicesCommercial Services Mirador Financial, Inc. operates as a digital lending platform. Its technology supports a fully integrated, digital approach to borrower acquisition, loan application process and decisioning and borrower communication. The firm provides services to the banks, credit unions, non-profit lenders and small businesses. The company was founded by Trevor Dryer and William Beaver in 2013 and is headquartered in Portland, OR. | Commercial Services |
GE Commercial Finance, Inc.
GE Commercial Finance, Inc. Finance/Rental/LeasingFinance GE Commercial Finance, Inc. provides commercial lending, financing and leasing services. It offers healthcare, manufacturing, fleet management, communications, construction, energy, aviation, infrastructure and equipment services. The company is headquartered in Norwalk, CT. | Finance |
NCP Management Holdings, Inc.
NCP Management Holdings, Inc. Investment ManagersFinance NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama. | Finance |
Green Rock USA, Inc.
Green Rock USA, Inc. Wholesale DistributorsDistribution Services Green Rock USA, Inc. manufactures & wholesales jewelry and precious stones. The company was founded in 1998 and is headquartered in New York, NY. | Distribution Services |
Wharton Ventures
Wharton Ventures Investment ManagersFinance Wharton Ventures delivers academic programming, internship opportunities and sponsor student-led efforts and research in sustainability and business. The company is headquartered in Salt Lake City, UT. | Finance |
Core Innovation Capital
Core Innovation Capital Investment ManagersFinance Core Innovation Capital (Core Innovation) is a venture capital firm founded in 2009 by Arjan Schutte. The firm is headquartered in Los Angeles, California. | Finance |
Raymond James Financial, Inc. (Broker)
Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Finance |
Comcast Ventures LLC
 Comcast Ventures LLC Investment ManagersFinance Comcast Ventures LLC is a Venture Capital firm, a subsidiary of Comcast Corp founded in the year 2011 by Sam H Schwartz and Julian A Brodsky. The firm headquartered in Philadelphia. | Finance |
Gerry Care, Inc.
Gerry Care, Inc. Medical/Nursing ServicesHealth Services Gerry Care, Inc. operates as a concierge service provider. It helps families find the right assisted living homes for elders by providing expert advice and recommendations. The company was founded by Farron Blanc and Ajay Rajani in 2018 and is headquartered in New York, NY. | Health Services |
