Kevin Fix Email & Phone Number
Wealth Advisor and Owner @ Avior Wealth Management, LLC
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Kevin Fix Location
- Columbus, OH, US
Kevin Fix Work
- 2024 -now Wealth Advisor and Owner @
- 2018 -2024 Senior Financial Advisor @ Fullen Financial Group
- 2011 -2019 Independent Financial Consultant @ Newhaven Capital Advisors
- 1996 -2011 Various Management Roles @
- 1993 -1996 Internal Audit Manager @ CBI Industries, Inc.
- 1989 -1993 Senior Auditor @
Kevin Fix Education
- The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.) (Finance and International Business)
- Miami University
Kevin Fix Skills
- Financial Planning
- Portfolio Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Small Business
- Financial Markets
- Finance
- Strategic Financial Planning
- Mergers & Acquisitions
- Managerial Finance
- Financial Services
- Investment Strategies
- Strategy
- Securities
- Capital Markets
- IPO
- Business Valuation
- Bank Financing
- Succession Planning
- Investment Management
- Personal Tax Planning
- Acquisition Integration
- Financial Reporting
- Corporate Finance
- Management
- Business Planning
- Financial Management
- Business Model Development
- Preparation of Business Cases
- Performance Consulting
- Risk Management Consulting
- Financial Accounting
- Microsoft Excel
- Mergers and Acquisitions
- Business Analysis
- Public Speaking
- Preparation of Business
- Financial Analysis
- Business model
- Strategic Financial
- Business Development
- Research
Kevin Fix Summary
- Kevin Fix, based in Columbus, OH, US, is currently a Wealth Advisor and Owner at Avior Wealth Management, LLC. Kevin Fix brings experience from previous roles at Fullen Financial Group, Newhaven Capital Advisors, AT&T and CBI Industries, Inc.. Kevin Fix holds a Master of Business Administration (M.B.A.) in Finance and International Business @ The University of Chicago - Booth School of Business. With a robust skill set that includes Financial Planning, Portfolio Management, Tax Planning, Retirement Planning, Estate Planning and more. Kevin Fix has 3 emails on RocketReach.
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Top Avior Wealth Management, LLC Employees
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