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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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