Kevin Patrick

Kevin Patrick has extensive experience in the financial services industry, with roles in companies such as Newport Group, Charles Schwab, Vanguard, BISYS, and Fidelity Investments. Kevin has held positions such as Senior Vice President Operations & Participant Call Center at Newport Group, Managing Director at Charles Schwab, and Department Head/Sr. Manager at Vanguard, showcasing their expertise in client servicing, operations management, and strategic consulting. Throughout their career, Kevin has demonstrated leadership in building and managing high-performing teams and improving business infrastructure to support overall growth objectives.

Kevin Patrick holds a Bachelor of Science in Business from Ferris State University and a Master of Business Administration with a focus on Process Reengineering from Westminster University.