Kevin Roundtree Email & Phone Number
Assistant Vice President, Financial Advisor, Institutional Consultant @ Morgan Stanley Institutional Consulting Solutions
Kevin Roundtree Location
Barnstable, MA, US
Kevin Roundtree Work
- 2024 - now Assistant Vice President, Financial Advisor, Institutional Consultant @ Morgan Stanley Institutional Consulting Solutions
- 2016 - 2024 Consultant @ Segal Marco Advisors
- 2013 - 2016 Investment Operations @ Federated Investors
- 2012 - 2013 Financial Advisor @ Merrill Lynch
- 2008 - 2012 Student Athlete @ University of Southern California
Kevin Roundtree Education
- University of Southern California
Bachelor of Science (BS) (Business Administration and Management, General)
2008 - 2012
Kevin Roundtree Summary
Kevin Roundtree, based in Barnstable, MA, US, is currently a Assistant Vice President, Financial Advisor, Institutional Consultant at Graystone Consulting from Morgan Stanley. Kevin Roundtree brings experience from previous roles at Segal Marco Advisors, Federated Investors, Merrill Lynch and University of Southern California. Kevin Roundtree holds a 2008 - 2012 Bachelor of Science (BS) in Business Administration and Management, General @ University of Southern California. Kevin Roundtree has 1 emails and 1 mobile phone numbers on RocketReach.
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