KIM SPENCE JONES, CFA
1159 Wilmette Avenue, Suite 240, Wilmette, IL 60091
Voice: 847.920.9233 Mobile: 847.927.9356
Fax: 312.873.4042
PROFESSIONAL EXPERIENCE
1985-1992
Duff & Phelps, Inc.
Vice President, Financial Consulting Division
Engaged in financial problem-solving for a broad range of private and publicly held companies. Projects included valuations for merger, acquisition and tax-related matters; venture capital analyses; and financial feasibility/strategy studies for major financing decisions.
Managed teams of analysts and maintained direct contact with clients.
1983-1985
Lehman Brothers Kuhn Loeb
Assistant to Senior Vice President and
Tax Shelter Liasion
EDUCATION
1987
J.L. Kellogg Graduate School of Management, Northwestern University
Masters in Management Degree with concentrations
in Marketing and Finance
1983
Denison University
Bachelor of Arts Degree in Psychology;
Phi Beta Kappa; Omicron Delta Epsilon (Economics);
Psychology Fellow; Teaching Assistant;
Officer in Kappa Alpha Theta Sorority
LEADERSHIP ROLES
- Chairman of Room Parents, Highcrest Middle School, 2006-2007
- Assistant Treasurer, Highcrest Middle School, 2004-2005
- PTO President, Harper Elementary School, 2003-2004; directed a board of 25 people responsible for running all extracurricular aspects of the school, including acting as an advisor on a large construction project.
- Treasurer and Executive Board Member, Willow Wood Preschool, 1999-2001; instituted a flex health plan for teachers and devised budgeting process
- Served on the Board of the Rehabilitation Institute of Chicago
- Recruiting Officer for Duff & Phelps, Inc.
PERSONAL INTERESTS
- Mother of 15 year old boy/girl twins and 12 year old daughter
- Captain and member of Glen View Club paddle team
- Member of the Turner Syndrome Society of Chicago
- Book Club
- Sports and Fitness