
Kimberly Yoo
CFO Advisor
Kimberly provides CFO level advisory services for private companies and nonprofits across a diverse range of industries. Kimberly serves as the CFO of the Latin American Association, a nonprofit dedicated to supporting the Latino community. In addition, Kimberly serves as CFO for Venture 53, a logistics-focused venture capital firm. Kimberly also serves as CFO of the Community Foundation for Northeast Georgia whose purpose is to improve the world through the power of philanthropy. Kimberly also works on a project basis serving as a Senior Investment Analyst for a large family office. In addition, Kimberly works with Provence Real Estate/MC Kiser Lofts on quarterly reporting and financial analysis.
Kimberly provides project support as a Senior Investment Analyst for a large family office. In addition, she works with Provence Real Estate/MC Kiser Lofts on quarterly reporting and financial analysis. Kimberly previously served as CFO of the Center for the Advancement of Study of International Education (CASIE) after completing her term on the Board.
Prior to joining JP Latz Advisors, Kimberly worked at Credit Suisse First Boston in the Private Client Services Group where she oversaw a $490 million portfolio and advised high net worth individuals, family offices, and pension funds on traditional and alternative investment solutions. Previously, Kimberly served as an auditor and asset portfolio manager for an asset-based lending company where she focused on small to medium companies forecasting cash flow, identifying potential problem areas and associated risk exposure and developing and implementing financial system flows such as budgeting, reporting and forecasting models.
Community Leadership:
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Prior Board Treasurer for the Center for the Advancement and Study of International Education (CASIE)
Education:
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B.B.A., University of Oklahoma, in Accounting
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M.B.A., Vanderbilt University
