Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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, Linkedinundefined

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

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