Senior Regional Consultant @ (July 2021 - January 2024)
Regional Advisor Consultant @ (April 2015 - January 2024)
Regional Advisor Consultant @ (December 2017 - November 2021)
Regional Marketing Associate and Internal Wholesaler @ (September 2011 - October 2014)
Account Executive @ (October 2008 - August 2010)
Kevin Monaghan Education
Southern New Hampshire University 2002-2006
Kevin Monaghan Skills
Series 63
Series 6
Series 7
Investments
Mutual Funds
Salesforce.com
Asset Allocation
Alternative Investments
Wealth Management
Relationship Management
Financial Services
401k
Sales
Microsoft Excel
Marketing Strategy
Business Analysis
Leadership
Kevin Monaghan Summary
Kevin Monaghan, based in Richmond, VA, US, is currently a Vice President- Market Leader at Franklin Templeton. Kevin Monaghan brings experience from previous roles at Putnam Investments. Kevin Monaghan holds a 2002 - 2006 Southern New Hampshire University. With a robust skill set that includes Series 63, Series 6, Series 7, Investments, Mutual Funds and more. Kevin Monaghan has 4 emails and 9 mobile phone numbers on RocketReach.
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