Certuity
Kevin Byrne is an Associate Director at Certuity since February 2021, where responsibilities include building and managing financial reports using NetSuite, performing wealth management classifications with the Black Diamond Wealth Platform, and assisting senior finance professionals with data entry and capital activity reconciliation. Prior experience includes serving as a Financial Advisor Intern at Northwestern Mutual, where Kevin earned the 2-15 Florida Resident Health & Life Agent License and supported wealth and asset consultations, as well as working as a Junior Auto Mechanic at BRAKESMART and as an Engineering Assistant at Belcan Corporation. Kevin holds a Bachelor of Science in Finance from Florida State University and has completed studies at Palm Beach State College.
Certuity
3 followers
Certuity provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life.