Kimberly DeTrask, CFA in

Kimberly DeTrask, CFA

Examiner · DISC type cs
Chief Financial Officer at Apex Group Ltd
📍 London, England, United Kingdom

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.

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Experience
26 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
London, England, United Kingdom
Personality Overview

How Kimberly shows up

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.

Priorities

Topics Kimberly cares 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.
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Career

Work history

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

Media appearances

Apex Group hires new CFO from State Street. Featured in Alternatives Watch
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Apex Group hires State Street treasurer Kimberly DeTrask as CFO. Featured in FinTech Futures
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Education
8-1995 - 5-1999
Master of Science in Finance
Boston College Carroll School of Management
8-1991 - 5-1995
Bachelor of Arts - BA
Canisius University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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