Kevin McGovern

Enthusiast
DISC Type : i

Communications Director at Potomac

Bethesda, Maryland, United States

Overview

Kevin is a results-driven financial services executive with deep expertise in product management and marketing for firms like Guggenheim Investments and Rydex Investments. He is a transformational team builder skilled in distributing complex financial products, including mutual funds and ETFs. Kevin holds a Bachelor of Arts from Westfield State University.

Described by colleagues as a patient, kind, and effective leader, Kevin focuses on building long-lasting, trusted customer relationships. He maintains a professional interest in high-level business strategy and management, following publications such as the Harvard Business Review.

Unique fact: He previously led a successful firm-wide initiative to convert a transfer agency system to an outside vendor.

Personality Overview

Consensus Focused

Non-Confrontational

Optimistic

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Financial Product Marketing
Oversaw all marketing activities at Guggenheim Investments for products distributed through financial intermediaries, including mutual funds, ETFs, and closed-end funds.
Investment Product Development
Led product management and development for a broad set of mutual funds, including the launch of a fixed-income suite.
Effective Team Leadership
Praised by colleagues as an "effective leader" who builds high-performing teams through patience, kindness, and a strong work ethic.

Media Appearances

Kevin has no verified media appearances

Work History

11-2025
Communications Director at Potomac
9-2011 - 6-2025
Managing Director Marketing at Guggenheim Investments
1-2008 - 8-2011
Director of Product Management and Development at Rydex | Security Global Investors
1-2005 - 12-2007
Vice President Product Development and Management at Rydex Investments
11-2000 - 12-2004
Vice President Head of Transfer Agency at Rydex Investments

Education

Bachelor of Arts (B.A.) from Westfield State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Bethesda, Maryland, United States Job Level : Mid-senior Designation : Communications Director at Potomac
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Kevin

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Kevin take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Kevin

Personality Compatibility


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