Kevin Kershaw is a highly qualified expert, that works in Lpl Financial main office of which is in 353. on the position of Regional Director - Business Development from 2015. This expert has earned professional experience in more than five positions at various companies. Kevin Kershaw went to the Marymount California University and got education. Seattle, Washington is the city, where this person was known to be living. Kevin Kershaw's email address and phone are easily accessed through this website on demand.
Name variants:
Kev Kershaw
Last updated Jun 01, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Director - Business Development
4707 Executive Dr, San Diego, CA 92121
Responsible for attracting new advisors and branches to the firm, in addition to helping existing independent branch offices to add new advisors to their practice. IAS Business Development r...
Sep 2015 — Nov 2019
Product Analyst Investment Advisory Programs
Support senior management with maintaining investment advisory programs. Partnership with all functional areas of the Firm such as Operations, Legal, Compliance and Marketing to implement ke...
Apr 2011 — Dec 2013
Management
Supervise day-to-day operations of entire on-site team, ensuring that all Pinnacle policies and procedures are being followed.
Maintain effective on-site staff through interviewing, hiring...
Apr 2005 — May 2007
Operations Administrator
Trade execution via the Investment Bank, Group Treasury or the individual fund administrators.
Manage and support all day to day plan operations events (e.g. participant elections, new awa...
Jan 2000 — Jan 2001
Education
Occupations
Executive
Region Manager
Financial Broker
Sales Specialist
Sales Agent
Advisor
Accountant
Finance and Accounting Specialist
Analyst
Manager
Area Manager
Managers
Sales Representative
Accounting Bookkeeper
Bookkeeper
Analysts
Operations Manager
Skills
Investments
Management
Mutual Funds
Process Improvement
Leadership
Finance
Asset Management
Program Management
Project Management
Analysis
Marketing
Financial Services
Portfolio Management
Investment Advisory
Risk Management
Securities
Due Diligence
Strategy
Budgets
Business Process
Research
Financial Modeling
Relationship Management
Financial Analysis
Strategic Financial Planning
Business Analysis
Mergers and Acquisitions
Budgeting
Mergers
Business Process Improvement
FAQs about Kevin Kershaw
What is the profession of Kevin Kershaw?
This professional's job is Cal State
What jobs is Kevin Kershaw proficient at at?
Kevin Kershaw is proficient at Executive and Region Manager jobs.
Where is Kevin Kershaw located?
The expert is located in Seattle, Washington.
Does Kevin Kershaw have the email address?
ke**@gmail.com is The professional's email address.
Where did Kevin Kershaw work?
The expert worked at Lpl Financial, Lpl Finanical.
What education does Kevin Kershaw have?
Kevin studied at the Marymount California University.
Are there any professional industries Kevin Kershaw works in?
Kevin works in Financial Services industry.
Are there any special skills Kevin Kershaw has?
Kevin has such skills as Investments, Management, Mutual Funds, Process Improvement, Leadership, Finance, Asset Management, Program Management, Project Management, Analysis, and Marketing.