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Kipp Visi

Project Manager, B. Riley Advisory Services (formerly Great American Group)

Kipp Visi is a seasoned financial professional currently serving as the Vice President of Banking & Lending at NewEdge Wealth and previously held the position of Project Manager at B. Riley Advisory Services, which was formerly known as Great American Group. His tenure at B. Riley Financial lasted from April 2015 to March 2022, where he contributed significantly to various projects within the advisory services sector.1

Professional Background

  • NewEdge Wealth: Vice President, Banking & Lending (March 2022 - Present)
  • B. Riley Advisory Services: Project Manager (April 2015 - March 2022)
  • Great American Group: Senior Associate (January 2010 - June 2013), Senior Financial Analyst (July 2008 - December 2009), Financial Analyst (July 2007 - June 2008)
  • GCInfotech LLC: Senior Technology Consultant (2002 - 2007)

Education

Kipp Visi graduated from Babson College in 2007, which is well-regarded for its focus on entrepreneurship and business management.

Skills and Expertise

Visi's expertise lies in financial analysis, project management, and advisory services, particularly in the context of banking and lending. His extensive experience across different roles in financial services has equipped him with a deep understanding of complex business challenges and the ability to deliver tailored solutions to clients.

Kipp Visi's career trajectory reflects a strong foundation in finance, enhanced by his leadership roles and contributions to significant projects in the financial advisory space.

Highlights

Jan 8 · indeed.com
B. Riley Financial Careers and Employment | Indeed.com
Sep 23 · leadiq.com
B. Riley Financial Company Overview, Contact Details & Competitors
Jul 24 · brileyfin.com
B. Riley Financial | Diversified Financial Services Platform
Jan 1 · brileyfin.com
Advisory Services - B. Riley Financial
Advisory Services - B. Riley Financial
Dec 17 · abladvisor.com
Green Pastures Ahead for B. Riley Financial Sponsors Group - Article

Related Questions

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How did Kipp Visi transition from B. Riley Advisory Services to NewEdge Wealth?
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What is Kipp Visi's educational background?
How long has Kipp Visi been in the financial industry?
Kipp Visi
Kipp Visi, photo 1
Kipp Visi, photo 2
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Location

New York, New York, United States