Kevin Held

Kevin Held has a diverse and extensive work experience. Kevin has served as the Chief Financial Officer (CFO) in various companies throughout their career. Kevin is currently working at Hazeltree as the CFO since 2022. Prior to that, they were the Owner/Consultant at KCK CFO Consulting, LLC starting in 2020.

In 2020, Kevin Held worked as the CFO at Vehlo, a leading provider of software and financial solutions for the automotive repair industry. Before that, they were the CFO at AlphaPoint, a financial technology company focused on asset digitization and tokenization. At AlphaPoint, they played a crucial role in building the infrastructure to support the company's growth.

From 2014 to 2018, Kevin Held served as the CFO of TradingScreen, an independent provider of liquidity, trading, and investment technology to the financial community. Kevin successfully carried out strategic restructuring, implemented a BI platform, and improved reporting to various stakeholders.

Prior to TradingScreen, Kevin Held worked at Liquidnet, a global institutional brokerage and software development firm, as the CFO from 2002 to 2014. During their tenure, they played a pivotal role in building the finance department and developing an international finance infrastructure to support the company's global expansion.

Before joining Liquidnet, Kevin Held served as the CFO/COO at Financial Resource Group, a boutique financial services firm, from 2000 to 2002. Kevin had responsibilities for finance, accounting, HR, budgeting/forecasting, and compliance with FINRA and SEC regulations.

Kevin Held also has experience as a CFO/FINOP consultant at various brokerage firms from 1996 to 2000. Kevin started their career at Adams Cohen Securities in 1987, where they served as the CFO/Chief Compliance Officer, responsible for financial activities, regulatory compliance, HR, and office management.

In 1995, they worked as a Vice President at Sandler O'Neill and Partners, a full-service investment banking firm and broker-dealer focused on the financial services sector. Kevin was part of the investment banking team responsible for managing and organizing initial public offerings for banks.

Overall, Kevin Held's work experience showcases their expertise as a CFO in various industries, their ability to build financial infrastructures, manage growth, and deliver strategic outcomes for the organizations they have worked with.

Kevin Held received an MBA degree in Accounting and Finance from Adelphi University, where they studied from 2002 to 2005. In addition, they hold certifications as a Certified Global Management Accountant and a Certified Public Accountant. No information is available regarding the institutions or the specific dates of obtaining these certifications.