Kevin Clare
Dorchester,Massachusetts
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. As a former college hockey player and assistant captain, I am a reliable and dedicated team player with a hardworking and resourceful approach. Willing to take on any task to help the team or client. Double majored in college to grow my knowledge base in finance and business. Strong financial acumen and experience at a large financial firm.
Overview
3
3
years of professional experience
8
8
years of post-secondary education
3
3
Certifications
Work History
Business Development
FINTRX
Boston, MA
03.2022 - Current
- Assist industry leading financial firms better access private wealth ecosystem
- Assist VC, PE, HF, RE firms with raising capital
- Understand the needs of family offices and registered investment advisors with daily outreach
- Develop strategies and client facing presentations
- Help Senior Business Partners close $1.3 Million in Business in Q3
Financial Advisor
Morgan Stanley
Boston, MA
09.2020 - 03.2022
- Business development of an $800 Million Book
- Executed trades, managed internal systems, produced financial plans
- Analyze current and future investments including the portfolio managers
- Develop reports and projections for current and prospective clients
- Consulted with clients on their goals, plans, and retirement needs
Financial Internship
The Virtus Group
Providence, Rhode Island
09.2018 - 03.2019
- Prepared annual client financial reports for Managing Partners
- Worked on company audit preparation
- Assisted the Managing Partners in daily tasks
- Learned LPL, Retail, Clientworks software
Education
BUS.ADM.BS - Business Administration
Salve Regina University
Newport, RI 08.2015 - 06.2019
BS - Financial Management
Salve Regina University
Newport, RI 08.2015 - 06.2019
Skills
Certified in MS Word, Excel, PowerPoint, HubSpot, Linkedin
People Skills and working with a team
Business development and planning
Analytical problem solver
New Business Development
Coaching and mentoring
Sales processes
Certification
Series 7
Timeline
Business Development
FINTRX
03.2022 - Current
Securities Industry Essentials (SIE)
09-2020
Financial Advisor
Morgan Stanley
09.2020 - 03.2022
Series 66
08-2020
Series 7
06-2020
Financial Internship
The Virtus Group
09.2018 - 03.2019
BUS.ADM.BS - Business Administration
Salve Regina University
08.2015 - 06.2019
BS - Financial Management
Salve Regina University
08.2015 - 06.2019