Kevin Beard Email & Phone Number
Fractional and Interim CFO @ Takumi Metrics LLC
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Kevin Beard Location
- Charlotte, NC, US
Kevin Beard Work
- Fractional and Interim CFO @ (March 2026 - Present)
- Vice President - Middle Market @ (June 2024 - March 2026)
- Vice President - Middle Market @ (October 2021 - May 2024)
- Vice President - Technology and Life Sciences @ (February 2019 - October 2021)
- Managing Consultant - Restructuring @ (January 2019 - February 2019)
- Consultant - Restructuring @ (June 2016 - December 2018)
- AVP, Structured Finance Group @ (October 2015 - June 2016)
- Venture Banker, Structured Finance Group @ (March 2015 - October 2015)
- Senior Analyst @ (January 2014 - February 2015)
- Portfolio Analyst @ (January 2013 - January 2014)
- Investment Research Associate @ (August 2010 - January 2013)
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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Top Takumi Metrics LLC Employees
Kevin Beard
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