Kevin Hindman Email & Phone Number
Managing Director, Wealth Strategies Executive and Head of Wealth Planning Business Strategy-Merrill @ Bank of America Merrill Lynch
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Kevin Hindman Location
- Charlotte, NC, US
Kevin Hindman Work
- 2022 - now Managing Director, Wealth Strategies Executive and Head of Wealth Planning Business Strategy-Merrill @
- 2013 - 2022 Managing Director, National Trust Executive @
- 2006 - 2013 Managing Director @
- 2005 - 2006 VP @
- 1995 - 1996 Vice President @
Kevin Hindman Education
- Arizona State University West
MBA
1994 - 1996 - University of Arizona
Bachelor of Science (Finance and Economics)
1978 - 1982
Kevin Hindman Skills
- Wealth Management
- Alternative Investments
- Asset Allocation
- Asset Managment
- Mutual Funds
- Investments
- Series 7
- Hedge Funds
- Equities
- Portfolio Management
- Fixed Income
- Investment Management
- Strategic Financial Planning
- Series 63
- Investment Advisory
- Wealth Management Services
- Wealth
- ETFs
- Investment Strategies
- Derivatives
- Series 65
- Securities
- FINRA
- High Net Worth Individuals
- Equity Research
- Financial Advisory
- Separately Managed Accounts
- Retirement Planning
- Structured Products
- Bonds
- Uniform Combined State Law
- Series 24
- Estate Planning
- Marketing
- Leadership
- Public Speaking
- Team Building
- Strategic Planning
- Training
- Microsoft Office
Kevin Hindman Summary
- Kevin Hindman, based in Charlotte, NC, US, is currently a Managing Director, Wealth Strategies Executive and Head of Wealth Planning Business Strategy-Merrill at Bank of America Merrill Lynch. Kevin Hindman brings experience from previous roles at Bank of America Merrill Lynch, Merrill Lynch, Citigroup and Northern Trust. Kevin Hindman holds a 1994 - 1996 MBA @ Arizona State University West. With a robust skill set that includes Wealth Management, Alternative Investments, Asset Allocation, Asset Managment, Mutual Funds and more. Kevin Hindman has 1 emails and 2 mobile phone numbers on RocketReach.
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