2008 -2017 Senior Financial Services Professional, Wealth Management - High Net Worth Private Clients @
2000 -2008 Manager - International Client Services, Trading and Foreign Exchange @
Kevin Hellman Education
Thunderbird School of Global Management
MBA, International Finance
Saïd Business School, University of Oxford
Oxford Artificial Intelligence Programme
Saïd Business School, University of Oxford
Oxford Fintech Programme
Arizona State University
Bachelor’s Degree
New York Institute of Finance
Corporate Treasury Management
Kevin Hellman Skills
Financial Services
Wealth Management
Risk Management
Operations Management
International Business Exposure
Financial Markets
Compliance Management
Client Services
Policies & Procedures
Asset Management
Front to Back Office
Foreign Currency Transactions
Management Of International Teams
KYC / AML
Relationship Management
Negotiation
Coaching
Sales
Project Management
Securities Market
Investments
Equities
Options
FX Options
Finance
Prime Brokerage
Hedge Funds
Trading
Foreign Exchange
Customer Service
Team Management
Risk Assessment
Internal Controls
Anti Money Laundering
OFAC
Due Diligence
Financial Risk
Management
Analytical Skills
Series 7
Series 63
Series 9/10
Microsoft Excel
Policies and Procedures
Middle Office
Strategic Planning
KYC
AML
Kevin Hellman Summary
Kevin Hellman, based in Hong Kong, is currently a Partner - Financial Services Consulting Asia Pacific at EY. Kevin Hellman brings experience from previous roles at Protiviti, UBS and Charles Schwab. Kevin Hellman holds a MBA, International Finance @ Thunderbird School of Global Management. With a robust skill set that includes Financial Services, Wealth Management, Risk Management, Operations Management, International Business Exposure and more. Kevin Hellman has 1 emails on RocketReach.
Looking for a different Kevin Hellman?
Find contact details for 700 million professionals.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.