Kimberly DeTrask, CFA

Kimberly DeTrask, CFA, is Chief Financial Officer at Apex Group, Ltd.

Previously she was Treasurer and Executive Vice President of State Street where she had global responsibility for balance sheet management, the investment portfolio, capital management and the Comprehensive Capital Analysis and Review (CCAR) exercises, asset liability management, liquidity management, and liability management.

Previously, Kimberly held leadership roles in Finance and Treasury, in London and Boston. Most recently, based in London, she served as CFO for State Street International and Operations & Technology and was EMEA CFO and Treasurer prior to that. She was also a member of the Executive Management Board of State Street Bank International GmbH and had prescribed responsibilities within the UK’s Senior Managers Regime, responsible for all Treasury activities and the Global Credit Finance business.

While in Boston, she was State Street’s Global Head of Capital Management. Her team was responsible for all baseline capital management activities covering capital policy, capital optimization, capital forecasting, sizing of dividends and common share repurchases, net investment hedging, and management of State Street’s relationships with external rating agencies. Her team also led CCAR and was responsible for capital related aspects of State Street’s Recovery and Resolution planning activities.

Kimberly was a vice president in the Supervision, Regulation and Credit department at the Federal Reserve Bank of Boston, where she worked for 14 years, prior to joining State Street in 2013. At the Boston Fed, she led teams of specialists covering revenue and expense analysis and forecasting; money market mutual funds; accounting; and capital planning; and was a member of the Federal Reserve System’s oversight group responsible for supervising the largest, most complex financial institutions. She held leadership positions in the 2011 - 2013 CCAR exercises; the Supervisory Capital Assessment Program (the 2009 bank “stress test”); and was Basel II Risk Coordinator for the Federal Reserve System. Previously, Kimberly taught corporate finance at Boston College.

Kimberly holds a B.A. in mathematics and economics from Canisius College and an M.S. in finance from Boston College; she is also ABD Finance from Boston College. Kimberly is a CFA charterholder and serves on the Board of Trustees of Canisius College.