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Kevin Held Location
New York, NY, US
Kevin Held Work
Head of Wealth Management Accounting @ (December 2023 - Present)
Broker-Dealer Accounting Director @ (January 2023 - December 2023)
Vice President - Corporate Accounting @ (April 2022 - January 2023)
Accounting Director - Wealth Management @ (August 2018 - April 2022)
Accounting Director - Other Invested Assets Accounting and Reporting @ (February 2017 - August 2018)
Accounting Consultant - Securities Accounting and Reporting @ (October 2015 - February 2017)
Treasurer @ Long Hill United Methodist Children's Center (December 2012 - August 2015)
Audit Senior @ (August 2014 - July 2015)
Audit Senior Assistant @ (August 2013 - August 2014)
Audit Assistant @ (January 2013 - August 2013)
Audit Intern @ (June 2011 - August 2011)
Operations Intern @ Barum Financial Group (February 2008 - June 2011)
Kevin Held Education
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 @ 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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