Kevin Werner

Kevin Werner has a diverse work experience in various roles and companies. Kevin is currently working at Pontera as a Senior Partner Engagement Manager since October 2022. Before that, they held the position of Partner Engagement Manager at Pontera from August 2021 to September 2022. Prior to their time at Pontera, Kevin worked as an Investment Counselor at Fisher Investments from September 2018 to July 2021. Kevin also worked as an Investment Consultant at Scottrade from August 2016 to March 2018 and as a Solutions Advisor at Wells Fargo Advisors from October 2014 to July 2016. Kevin's early career included roles as an Associate at WRG Consulting Group, LLC in August to October 2014 and internships at ICR in June to August 2013, Bank of America Merrill Lynch in June to August 2011, and Ramius LLC in July to August 2009.

Kevin Werner attended Elon University from 2010 to 2014, where they earned a Bachelor of Science degree in Strategic Communications. Prior to attending Elon University, they attended Pomfret School from 2006 to 2010, although no specific degree or field of study was mentioned. In terms of additional certifications, Kevin obtained the Series 7 General Securities Representative certification from the Financial Industry Regulatory Authority (FINRA) in December 2014, and the Series 66 Registered Investment Adviser Representative certification from FINRA in February 2015.