Kevin B. McGann

Questioner
DISC Type : c

Vice President, Chief Operations Officer at MG&A Wealth

Miami, Florida, United States

Overview

Kevin B. McGann is the Vice President and Chief Operations Officer at MG&A Wealth, leveraging nearly four decades of experience in financial operations. An alumnus of St. Johns University, he specializes in process reengineering, system implementation, and compliance, overseeing all operational aspects of the wealth management firm.

Beyond his extensive finance career, Kevin possesses unique entrepreneurial experience as the former owner and manager of a bar, restaurant, and nightclub. This background in hospitality highlights a strong focus on customer service and team-oriented philosophies, which he has applied throughout his corporate roles.

He once owned and managed Cafe Dayton, a multifaceted bar and restaurant.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

It is quite likely of them to ask for pricing or other concessions.  They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Financial Operations
With a career spanning since 1983, he is responsible for all operational aspects, including trading and compliance, within a wealth management practice.
Process Improvement
A core specialty throughout his career, focused on reengineering systems, streamlining customer interaction, and implementing team philosophies to boost productivity.
Wealth Management
As the COO of a wealth management practice, he is deeply involved in the operational intricacies and forward-thinking initiatives of the industry.

Media Appearances

Kevin B. McGann | VP, COO - MG&A Wealth. Featured in MG&A Wealth (official website)

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Meet Kevin McGann, VP and Director of Operations at MG&A Wealth. Featured in Facebook

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Work History

3-1999
Vice President, Chief Operations Officer at MG&A Wealth
3-1999 - 1-2009
Director of Operations at MG&A Florida
1-1996 - 1-1999
Assistant Vice President at Pershing, DLJ
1-1994 - 1-1996
Administrator/Technical Business Owner at AETNA Connecticut
1-1993 - 1-1994
Owner/ Manager at Cafe Daytona

Education

1977 - 1983
BS from St. John's University 1983 New York
1973 - 1977
College Prep from Holy Cross High School 1977

More Information

Social Presence :

Prographics :

Exp : 43 Location : Miami, Florida, United States Job Level : Leadership Designation : Vice President, Chief Operations Officer at MG&A Wealth
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Insights For Selling To Kevin B.

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin B. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kevin B.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kevin B. move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kevin B. take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kevin B.

Personality Compatibility


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