Kevin Monaco Email & Phone Number
Managing Director, Private Wealth Management Western Division @ William Blair
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Kevin Monaco Location
- Los Angeles, CA, US
Kevin Monaco Work
- 2026 -now Managing Director, Private Wealth Management Western Division @
- 2025 -2026 Director of Business Development, Western Division @
- 2022 -2025 Southern California Regional Director @
- 2018 -2022 Complex Manager @
- 2016 -2018 Regional Brokerage Manager @
- 2013 -2016 Branch Manager @
- 2011 -2013 Executive Director, Business Development Manager @
- 2006 -2011 Senior Vice President, Branch Manager @
- 2003 -2006 First Vice President, Assistant Branch Manager @
- 1993 -2003 Financial Advisor @
Kevin Monaco Education
- Nordonia High School 1988
Kevin Monaco Skills
- Wealth Management
- Portfolio Management
- Financial Services
- Investments
- Financial Advisory
- Series 9
- Microsoft Office
- Series 3
- Management
- Series 7
- Public Speaking
- Series 10
- Business Development
- Microsoft Excel
- Series 65
- Series 63
Kevin Monaco Summary
- Kevin Monaco, based in Los Angeles, CA, US, is currently a Managing Director, Private Wealth Management Western Division at William Blair. Kevin Monaco brings experience from previous roles at Dynasty Financial Partners, Oppenheimer & Co. Inc., D.A. Davidson Companies and Wells Fargo Advisors. Kevin Monaco holds a Nordonia High School. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Services, Investments, Financial Advisory and more. Kevin Monaco has 1 emails and 3 mobile phone numbers on RocketReach.
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