Kevin O'Shea, CFA

Kevin O'Shea, CFA has a diverse work experience in the financial industry. Kevin currently works as a Product Manager at Raistone since March 2023. Prior to that, Kevin held the role of Director, Product & Strategic Initiatives at Amount from February 2021 to January 2023. Amount is a banking-as-a-service platform that offers loan origination services.

Before joining Amount, Kevin worked at ODX, a banking-as-a-service subsidiary of OnDeck Capital. Kevin was a Senior Manager, Strategic Initiatives at ODX from September 2018 to February 2021. Kevin'sresponsibilities involved product pricing, marketing website management, new product launches, and M&A transactions. Kevin was promoted to Senior Manager in August 2019.

Prior to their time at ODX, Kevin worked at PGIM as a Capital Management & Strategy Manager from November 2017 to September 2018. Kevin also gained valuable experience at Prudential Financial, where they held various roles including Corporate Development / M&A Manager from April 2016 to October 2017, Associate Manager in Annuities Capital & Liquidity Management from May 2014 to April 2016, and Sr. Finance Associate in the Finance Leadership Development Program from July 2011 to May 2014.

Throughout their career, Kevin has demonstrated expertise in product management, strategic initiatives, capital management, strategy, corporate development, and finance.

Kevin O'Shea, CFA has a Bachelor of Science (B.S.) degree in Supply Chain & Information Systems from Penn State University, which they obtained from 2007 to 2011. In terms of additional certifications, they have obtained a Certified Product Manager (CPM) from AIPMM The Association of International Product Marketing and Management in April 2022, and Optimal Product Management and Product Marketing from 280 Group in November 2021. Kevin is also a Chartered Financial Analyst (CFA) certified by the CFA Institute, although the specific month and year of obtaining this certification are not provided.