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Kevin Hellman Location
Hong Kong
Kevin Hellman Work
Senior Advisory Leader @ (January 2025 - Present)
Partner - Financial Services Consulting Asia Pacific @ (September 2022 - September 2024)
Head - Risk and Compliance Consulting @ (May 2019 - September 2022)
Director - Head of Wealth Management Middle Office and Client Lifecycle Management Hong Kong @ (July 2017 - December 2018)
Sr. Manager, Anti-Money Laundering and OFAC Operations @ (March 2015 - March 2017)
Senior Financial Services Professional, Wealth Management - High Net Worth Private Clients @ (February 2009 - January 2017)
Manager - International Client Services, Trading and Foreign Exchange @ (July 2002 - February 2009)
Kevin Hellman Education
Thunderbird School of Global Management
MBA, International Finance
New York Institute of Finance
Corporate Treasury Management
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
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 Senior Advisory Leader at KPMG US. Kevin Hellman brings experience from previous roles at EY, 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.
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