Kevin Shields Email & Phone Number
Vice President @ Harborside Group
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Kevin Shields Location
- Charlotte, NC, US
Kevin Shields Work
- Director of Advisor Sales @ (March 2023 - Present)
- Vice President @ (July 2013 - Present)
- Regional Director @ (January 2020 - August 2022)
- Advisor Relationship Manager @ (July 2014 - December 2019)
Kevin Shields Education
- Franklin & Marshall College
Bachelor of Arts (BA) (Business, Organizations & Society - Finance)
2009-2013 - Loyola Blakefield High School 2006-2009
Kevin Shields Skills
- Data Analysis
- Event Planning
- Finance
- Financial Services
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Morningstar
- Morningstar Direct
- Mutual Funds
- PowerPoint
- Research
- Series 63
- Series 7
- Social Media
Kevin Shields Summary
- Kevin Shields, based in Charlotte, NC, US, is currently a Vice President at Harborside Group. Kevin Shields brings experience from previous roles at Marsico Capital Management, LLC, Chartwell Investment Partners and Hennessy Funds. Kevin Shields holds a 2009 - 2013 Bachelor of Arts (BA) in Business, Organizations & Society - Finance @ Franklin & Marshall College. With a robust skill set that includes Data Analysis, Event Planning, Finance, Financial Services, Investments and more. Kevin Shields has 3 emails and 1 mobile phone numbers on RocketReach.
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