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Kevin Beard Location
Charlotte, NC, US
Kevin Beard Work
2026 -now Fractional and Interim CFO @
2024 -2026 Vice President - Middle Market @
2021 -2024 Vice President - Middle Market @
2019 -2021 Vice President - Technology and Life Sciences @
2019 -2019 Managing Consultant - Restructuring @
2016 -2018 Consultant - Restructuring @
2015 -2016 AVP, Structured Finance Group @
2015 -2015 Venture Banker, Structured Finance Group @
2014 -2015 Senior Analyst @
2013 -2014 Portfolio Analyst @
2010 -2013 Investment Research Associate @
Kevin Beard Education
Elon University
Business Administration (Finance and Managment)
Charlotte Catholic High School
Kevin Beard Skills
Portfolio Management
Financial Modeling
Capital Markets
Investment Strategies
Credit Analysis
Bloomberg Terminal
Banking
Risk Management
Microsoft Excel
Financial Risk
Credit Risk
Credit
Venture Capital
Asset Management
Fixed Income
Asset Allocation
Financial Analysis
Zephyr Style Advisor
Wealth Management
Kevin Beard Summary
Kevin Beard, based in Charlotte, NC, US, is currently a Fractional and Interim CFO at Takumi Metrics LLC. Kevin Beard brings experience from previous roles at Fifth Third Bank, Comerica Bank and Berkeley Research Group LLC. Kevin Beard holds a Business Administration in Finance and Managment @ Elon University. With a robust skill set that includes Portfolio Management, Financial Modeling, Capital Markets, Investment Strategies, Credit Analysis and more. Kevin Beard has 2 emails and 2 mobile phone numbers on RocketReach.
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