Kevin Bell is a seasoned professional in the financial and philanthropic sectors, currently serving as the Director of Planned Giving at Santa Clara University since May 2023. In this role, Kevin is instrumental in enhancing the University’s funding efforts and donor relationships. Previously, Kevin worked as a Complex Gifts Advisor at The Catholic Community Foundation, managing complex gifts and policy development, and served as a Real Estate Advisor in the Bay Area. Kevin's extensive experience includes roles as a Financial Planner, Private Wealth Advisor, and Financial Services Advisor, coupled with academic credentials from The American College of Financial Services and Warsaw University of Technology Business School. Areas of expertise encompass financial planning, estate and tax planning, asset management, and real estate sales.
This person is not in the org chart
This person is not in any teams