Kimberly DeTrask, CFA

Examiner
DISC Type : cs

Chief Financial Officer at Apex Group Ltd

London, England, United Kingdom

Overview

Kimberly DeTrask is the Chief Financial Officer at Apex Group, leveraging extensive experience from her previous role as Treasurer and Executive Vice President at State Street. Her expertise covers global balance sheet management, capital strategy, and asset liability management. She holds a CFA charter and a Master of Science in Finance from Boston College.

Her academic pursuits include co-authoring a publication on the breakdown of accounting controls at major financial institutions, indicating a foundational interest in financial risk and control measures that has underpinned her distinguished career in global finance.

Unique fact: She co-authored a paper with Edward J. Kane analyzing the accounting failures at Barings and Daiwa banks.

Personality Overview

Late Adopter

Process Oriented

Overcautious

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Global Financial Strategy
As CFO for Apex Group and former CFO for State Street International, she has deep experience managing the financial strategy of global organizations.
Capital & Liquidity
She had global responsibility for capital management, liquidity, and the CCAR exercises during her tenure as Treasurer at State Street.
Financial Risk & Controls
Demonstrated an early academic interest by co-authoring a publication on accounting control breakdowns at Barings and Daiwa banks.

Media Appearances

Apex Group hires new CFO from State Street. Featured in Alternatives Watch

See Now

Apex Group hires State Street treasurer Kimberly DeTrask as CFO. Featured in FinTech Futures

See Now

Work History

10-2025
Chief Financial Officer at Apex Group Ltd
10-2022 - 10-2025
Treasurer and Executive Vice President at State Street
10-2020 - 10-2022
CFO for State Street International and Operations and Technology at State Street
4-2020 - 10-2020
CFO for State Street International at State Street
4-2019 - 4-2020
EMEA CFO and EMEA Treasurer at State Street

Education

8-1995 - 5-1999
Master of Science in Finance from Boston College Carroll School of Management
8-1991 - 5-1995
Bachelor of Arts - BA from Canisius University

More Information

Social Presence :

Prographics :

Exp : 26 Location : London, England, United Kingdom Job Level : Leadership Designation : Chief Financial Officer at Apex Group Ltd
URL has been copied!

Insights For Selling To Kimberly

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kimberly is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kimberly

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kimberly move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kimberly take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kimberly

Personality Compatibility


Other Apex Group Ltd Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.