Beth Bermudez

Treasurer
Beth Bermudez

Beth Bermudez joined Kairos Investment Management in 2022 as Treasury Manager. Ms. Bermudez plays a pivotal role in enhancing the company’s financial strategies. Ms. Bermudez focuses on implementing and refining streamlined treasury processes to facilitate effective decision-making by the leadership team, aligning with corporate short-and long-term objectives. She is instrumental in cultivating and managing relationships with banking and credit facilities, overseeing corporate cash positions, and optimizing cash management systems. Ms. Bermudez favorite pastime is cherishing moments with her family while engaging in outdoor activities. Her family dedication and the pursuit of shared outdoor passions adds a personal dimension to her professional profile.

 

Prior to joining Kairos, Ms. Bermudez served as Senior Treasury Analyst at Irvine Company, where her responsibilities encompassed daily corporate cash position analysis, forecasting, cash flow management, wire transfers, and maintaining banking relations for corporate accounts. Her expertise was crucial in ensuring the smooth functioning of financial operations. Prior to Irvine Company, she served as Treasury Coordinator at Mission Viejo Company managing the daily cash flow needs and assisted with corporate income tax returns and coordinated real & personal property tax payments.

 

Ms. Bermudez earned her Associate of Arts degree in Business Management from Rancho Santiago College.