Kevin Shields Email & Phone Number
Senior Sales Associate - Investment Consultant @ Harborside Group
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Kevin Shields Location
- Charlotte, NC, US
Kevin Shields Work
- 2023 -now Director of Advisor Sales @
- 2013 -now Senior Sales Associate - Investment Consultant @
- 2020 -2022 Regional Director @
- 2014 -2019 Advisor Relationship Manager @
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
- Mutual Funds
- Finance
- Financial Services
- Investments
- Series 7
- Series 63
- Event Planning
- Morningstar
- Morningstar Direct
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Social Media
- Research
- Data Analysis
Kevin Shields Summary
- Kevin Shields, based in Charlotte, NC, US, is currently a Senior Sales Associate - Investment Consultant 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 Mutual Funds, Finance, Financial Services, Investments, Series 7 and more. Kevin Shields has 3 emails and 1 mobile phone numbers on RocketReach.
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