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    Jan Cliff

    Pewaukee, Wisconsin

    President

    Kevin Bay Investments, LLC

    President, CFO, COO, and CCO

    Energetic, entrepreneurial, and principled business leader who sets the stage and inspires teams to reach for—and achieve—lofty goals. Co-founded profitable SEC-RIA, co-managed $500+ million stock portfolio, and managed national accounts.

    Specialties

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Accounting

    Ask Me About

    Accounting
    Budget
    Cash Flow Forecasting
    CFA
    Financial Analysis
    Financial Planning
    Leadership
    Portfolio Management
    Problem Solving
    Strategy
    Where I've Worked
    A

    Aug 1998 – Aug 2007

    Equity Investment Manager

    American Family Mutual Insurance
    T

    Jan 1998 – Aug 1998

    Human Resources Consultant

    The Sabre Group, Inc

    Oct 1996 – Jan 1998

    Manager of National Account Customer Service - Sabre Travel Information Network

    AMR Corporation
    K

    Aug 2007 – Dec 2019

    President

    Kevin Bay Investments, LLC
    Where I've Studied

    Masters, MBA

    University of Wisconsin at Milwaukee

    Bachelors, Business Administration

    University of Wisconsin at La Crosse

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Kevin Bay Investments, LLC

    In the Media

    Social Media