Kevin Monds has been working as a Client Portfolio Manager - Director in Icma-Rc since 2018. Moreover, this person has professional experience at more than six companies in the related field. Kevin has a total work experience of 16+ years. Kevin Monds studied at the Duke University - the Fuqua School of Business from 2003 to 2005. This professional has professional certification in Series 7, 63, & 3 and Finra. Durham, North Carolina is the place where the professional presently lives. Find Kevin Monds's current email address and phone number with our search.
Name variants:
Kev Monds
Last updated May 31, 2024
Contact Information
Last Update
Jul 14, 2022
Email
km**@icmarc.org, ke**@fuqua.duke.edu
Location
Durham, NC
Company
Workplace
Client Portfolio Manager - Director
Washington, DC
Industry
Financial Services, Marketing Consulting Svcs
Colleagues
Work History
Senior Relationship Manager - Senior Vice President
60 State St, Boston, MA 02109
Oct 2013 — Sep 2018
Product Portfolio Manager - Senior Vice President
280 south Mangum St SUITE 301, Durham, NC 27701
Dec 2007 — Aug 2009
Global Structured Products Sales Associate
100 north Tryon St, Charlotte, NC 28202
Jul 2005 — Nov 2007
Education
Occupations
Financial Broker
Portfolio Manager
Executive
Director
Sales Specialist
Relationship Manager
Senior Vice President
Investment Analyst
Financial Analyst
Operations Manager
Account Service Manager
Customer Service
Vice President
Chief Executive
Skills
Portfolio Management
Valuation
Asset Management
Financial Modeling
Financial Analysis
Fixed Income Products
Client Development
Client Service
Client Retention
Client Interfacing
Client Relationship Building
Structured Products
Bloomberg
Financial Services
Investment Management
Fixed Income
Investments
Equities
Alternative Investments
Securities
Analytical Skills
Data Analysis
Business Analysis
Equity Research
Fixed Income Analysis
Fixed Income Strategies
Finance
Corporate Finance
Managerial Finance
Project Finance
Personal Finance
Investment Valuation
Investment Research
Institutional Investments
Investment Properties
Residential Investment Property
Due Diligence
Asset Allocation
Capital Markets
Investment Strategies
FAQs about Kevin Monds
What's the main profession of Kevin Monds?
This professional's job is Client Portfolio Manager - Director
What are the main profession of This professional?
These person's professions are Financial Broker and Portfolio Manager
Where does Kevin Monds currently live?
Durham, North Carolina is the place where Kevin Monds currently lives
What is the expert's email?
The professional's email is km**@icmarc.org and ke**@fuqua.duke.edu.
How many companies did Kevin Monds work at?
Kevin Monds worked at six jobs.
Where has Kevin Monds studied?
Kevin studied at the Duke University - the Fuqua School of Business from 2003 to 2005.
What are the certifications of Kevin Monds?
Kevin Monds received the following certifications: Series 7, 63, & 3 and Finra.
What is professional industry that Kevin Monds worked in?
This professional works in Investment Management industry.