Kevin C.

Kevin C. has a strong background in sales and finance. Kevin began their career as a Securities Trader at Lansdowne Private Wealth Management, where they executed trades for clients and provided expert investment advice. Kevin then transitioned to the role of Relationship Associate at Amount, where they developed and maintained relationships with small business owners and completed a successful "Line of Credit - Draw Campaign" with over $1.5M in new deposits. Kevin was later promoted to Inside Sales Manager at Amount, where they co-managed a team of 11 salespeople, provided guidance and support to achieve sales targets, and collaborated with cross-functional teams for issue resolution.

Kevin C. received a Bachelor's Degree in Finance & Business Analytics from Old Dominion University. In addition, they obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in December 2016.