Kevin Hopkins

Kevin Hopkins has extensive experience in client relationship management and technical support within the financial services sector. Currently serving as a Client Relationship Manager at Advyzon since March 2022, Kevin previously held roles at Adhesion Wealth as a Portfolio Operations Specialist and at Envestnet | Tamarac as a Relationship Specialist. A significant portion of Kevin's career was spent at Charles Schwab, from November 1999 to July 2019, where Kevin held various positions including Advisor Services Technology Specialist focusing on relationship management and business development, Technical Client Services Representative resolving technical issues, and Technical Support Specialist/Conversion Specialist involved in data conversion projects. Throughout the career, Kevin has maintained strong client relationships and contributed to client satisfaction through effective problem-solving and communication.