Kevin S. in

Kevin S.

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Operational Specialist at RIA Advisors
📍 Houston, Texas, United States

Kevin S. is an experienced Operations Specialist with a demonstrated history of working in the financial services industry at firms like RIA Advisors, Sovereign Wealth Advisors, and Morgan Stanley. He is skilled in operational excellence, investment management, and client relations.

He holds an Accredited Asset Management Specialist certification.

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Experience
34 Years
Current Role
Operational Specialist
Job Level
Junior
Location
Houston, Texas, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Operational Excellence
This skill is highlighted in his current and past roles, indicating a focus on optimizing financial operations and processes.
Client Relations
His background as a Sr. Client Service Associate at multiple firms showcases a strong focus on managing client needs and communication.
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Career

Work history

7-2023
Operational Specialist
RIA Advisors
9-2022 - 6-2023
Sr Client Service Associate
Sovereign Wealth Advisors, LLC
10-2021 - 9-2022
Client Operations Associate
Dahring | Cusmano and Associates
11-2016 - 10-2021
Sr Client Service Associate
Morgan Stanley
10-2013 - 11-2016
Registered Representative
Frost Brokerage
In the press

Media appearances

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Education

Kevin has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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