Kevin Hodson Email & Phone Number
Director of Investments @ AAFCPAs Wealth Management
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Kevin Hodson Location
- Boston, MA, US
Kevin Hodson Work
- Director of Investments @ (February 2019 - Present)
- Senior Vice President and Wealth Management and Financial Counseling @ (April 2018 - February 2019)
- Vice President and Financial Consultant @ (August 2015 - February 2018)
- Vice President and Regional Planning Consultant @ (December 2013 - August 2015)
- Vice President and Senior and Account Executive @ (January 2008 - December 2013)
- Internal Wholesaler @ (July 2005 - January 2008)
- Marine Corps Officer @ (October 1999 - July 2005)
- Internal Wholesaler @ (June 1998 - September 1999)
- 401(k) Participant Services Representative @ (November 1995 - June 1998)
Kevin Hodson Education
- Providence College
BA (English)
1991-1995 - College for Financial Planning
Certificate in Financial Planning
Kevin Hodson Skills
- Real Estate Investment Risk Management
- Cryptocurrency
- Private Debt
- Investment Research
- Life Insurance
- Term Life Insurance
- Annuity Strategies
- Planning Budgeting & Forecasting
- Investment Portfolio Management
- Private Wealth Management
- Effective Communication
- Technical Analysis
- Alternative Investments
- Presentations
- Military Leadership
- Due Diligence
- Business Development
- Strategic Financial Planning
- Retirement Planning
- Investment Strategies
- Wealth Management
- Investment Management
- Asset Management
- Portfolio Management
- Sales Management
- Consultative Selling
- Account Management
- Customer Relationship Management (CRM)
- Estate Planning
- College Planning
- Insurance
- Fixed Income
- Investments
- Equities
- Securities
- Financial Modeling
- Investment Advisory
- Sales
- Experienced Sales Professional
- Relationship Development
- Strategic Leadership
- Leadership
- Verbal Communication
- Written Communication
- Lead Generation
- Sales Presentations
- Prospecting
- Sales Management Coaching
- Repeatable Sales Process
- Process Management Improvememt
- High Net Worth Individuals
- Registered investment advisor
- Charitable Gift Planning
- Private Equity
- Private Infrastructure
- Venture Capital
Kevin Hodson Summary
- Kevin Hodson, based in Boston, MA, US, is currently a Director of Investments at AAF Wealth Management. Kevin Hodson brings experience from previous roles at Ferris Capital, LLC and Fidelity Investments. Kevin Hodson holds a 1991 - 1995 BA in English @ Providence College. With a robust skill set that includes Real Estate Investment Risk Management, Cryptocurrency, Private Debt, Investment Research, Life Insurance and more. Kevin Hodson has 1 emails and 1 mobile phone numbers on RocketReach.
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