Kevin Shields Email & Phone Number
Senior Sales Associate - Investment Consultant @ Harborside Group
5 free lookup(s).
No credit card required.
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 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Kevin Shields?
Find contact details for 700 million professionals.
Others Named Kevin Shields
Kevin Shields
Chairman and Chief Executive Officer
El Segundo, CA, US
Kevin Shields
Vice-President
Framingham, MA, US
Top Harborside Group Employees
Kevin Shields
Senior Sales Associate - Investment Consultant
Charlotte, NC, US
Brian Nelson
Managing Director
Towson, MD, US
Courtney Prach
Marketing Associate and Graphic Designer
Baltimore, MD, US
Lisa Aston
Marketing Associate
Boerne, TX, US
Allison Brown
Senior Graphic Designer
Lutherville-Timonium, MD, US
Stephen Baird
Executive Vice President
Towson, MD, US
Benjamin Alvarez
Marketing Associate Developer
San Antonio, TX, US
Kathryn Riley
Marketing Associate - Developer
San Antonio, TX, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co