Kevin Root Email & Phone Number
Managing Member
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Kevin Root Location
- Santa Barbara, CA, US
Kevin Root Work
- Managing Member @ Oak Root LLC (May 2015 - Present)
- Director of Retirement Plan Strategies @ (September 2012 - May 2015)
- Managing Member @ Oak Root (June 2015 - Present)
- Director of Retirement Plan Strategies @ (October 2012 - June 2015)
- Advisory Board Member @ (September 2012 - June 2015)
- Vice President @ Classic Capital (April 2010 - October 2012)
- Investment Banking @ Lehman Brothers (January 2008 - January 2011)
Kevin Root Education
- Columbia Business School
MBA (Finance and Accounting)
2007-2008 - Stanford University
BA (Human Biology & Economics)
1994-1999
Kevin Root Skills
- Investments
- Due Diligence
- Real Estate Financing
- Strategic Planning
- Private Equity
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investment Banking
- Financial Advisory
- Emerging Markets
- Equities
- Wealth Management
- Corporate Development
- Venture Capital
- 401k
- Corporate Finance
- LBO
- Valuation
- Hedge Funds
Kevin Root Summary
- Kevin Root, based in Santa Barbara, CA, US, is currently a Managing Member at Oak Root LLC. Kevin Root brings experience from previous roles at Marin Financial Advisors, Oak Root and Brandle, Inc.. Kevin Root holds a 2007 - 2008 MBA in Finance and Accounting @ Columbia Business School. With a robust skill set that includes Investments, Due Diligence, Real Estate Financing, Strategic Planning, Private Equity and more. Kevin Root has 2 emails and 5 mobile phone numbers on RocketReach.
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