Kevin Held Email & Phone Number
Head of Wealth Management Accounting @ MassMutual
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Kevin Held Location
- New York, NY, US
Kevin Held Work
- 2023 -now Head of Wealth Management Accounting @
- 2023 -2023 Broker-Dealer Accounting Director @
- 2022 -2023 Vice President - Corporate Accounting @
- 2018 -2022 Accounting Director - Wealth Management @
- 2017 -2018 Accounting Director - Other Invested Assets Accounting and Reporting @
- 2015 -2017 Accounting Consultant - Securities Accounting and Reporting @
- 2012 -2015 Treasurer @ Long Hill United Methodist Children's Center
- 2014 -2015 Audit Senior @
- 2013 -2014 Audit Senior Assistant @
- 2013 -2013 Audit Assistant @
- 2011 -2011 Audit Intern @
- 2008 -2011 Operations Intern @ Barum Financial Group
Kevin Held Education
- The University of Connecticut School of Business
Bachelor of Science (Accounting)
2008-2012
Kevin Held Skills
- Financial Accounting
- Account Management
- Budgeting
- Banking
- Coaching
- Excel
- Financial Analysis
- Financial Planning
- Logistics
- Team Leadership
- Microsoft Office
- Mentoring
- Teamwork
- Customer Service
- Problem Solving
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Social Media
Kevin Held Summary
- Kevin Held, based in New York, NY, US, is currently a Head of Wealth Management Accounting at MassMutual. Kevin Held brings experience from previous roles at MassMutual and Rockefeller Capital Management. Kevin Held holds a 2008 - 2012 Bachelor of Science in Accounting @ The University of Connecticut School of Business. With a robust skill set that includes Financial Accounting, Account Management, Budgeting, Banking, Coaching and more. Kevin Held has 2 emails and 1 mobile phone numbers on RocketReach.
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