Kevin Pollard Email & Phone Number
VP, Advisor Development and Succession @ AssetMark
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Kevin Pollard Location
- Charlotte, NC, US
Kevin Pollard Work
- VP, Advisor Development and Succession @ (May 2026 - Present)
- Vice President, LPL Capital Partners @ (March 2025 - May 2026)
- Vice President, Liquidity and Succession @ (May 2022 - April 2025)
- Vice President - CFO Solutions @ (March 2020 - May 2022)
- Assistant Vice President @ (October 2018 - March 2020)
- Senior Business Analyst @ (March 2017 - September 2018)
- Senior Associate @ (July 2013 - March 2017)
- Operations Associate @ (May 2011 - June 2013)
- Operations Analyst @ (May 2008 - May 2011)
Kevin Pollard Education
- University of North Carolina at Charlotte
Bachelor of Science (BS) (Finance, General)
Kevin Pollard Skills
- Capital Markets
- Investment Banking
- Banking
- Finance
- Investments
- Derivatives
- Financial Analysis
- Financial Modeling
- Microsoft Office
- Portfolio Management
- Equities
- Strategic Planning
- Management
Kevin Pollard Summary
- Kevin Pollard, based in Charlotte, NC, US, is currently a VP, Advisor Development and Succession at AssetMark. Kevin Pollard brings experience from previous roles at LPL Financial. Kevin Pollard holds a Bachelor of Science (BS) in Finance, General @ University of North Carolina at Charlotte. With a robust skill set that includes Capital Markets, Investment Banking, Banking, Finance, Investments and more. Kevin Pollard has 2 emails and 2 mobile phone numbers on RocketReach.
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