Kevin L. McGary
Bellwood,IL
Summary
Results-driven professional with over ten years of experience in financial services, banking, logistics, and regulatory compliance. Currently serves as Safety Director and Supply Chain Manager for Top Energy Ltd, specializing in DOT/FMCSA regulations and fleet operations. Demonstrated success in client relations, portfolio management, and risk mitigation across diverse industries. Held Series 6, 63, 65, and 7 licenses, along with Life & Health insurance credentials.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Safety Director & Supply Chain Manager
Top Energy Ltd
, IL
01.2022 - Current
- Oversaw all DOT/FMCSA compliance programs including driver qualification files, drug/alcohol testing, and hours of service.
- Developed and enforced safety policies, driver accountability measures, and accident/incident reporting protocols.
- Led onboarding, training, and orientation programs for drivers to meet state and federal requirements.
- Managed transportation logistics, dispatch coordination, and vendor relations to ensure supply chain efficiency.
- Maintained CSA score improvements and regulatory audit readiness through proactive monitoring and internal inspections.
- Oversaw vehicle maintenance programs, ELD systems, and load planning to ensure operational excellence.
- Collaborated with leadership on cost-reduction strategies and contract negotiation across the supply chain.
Financial Advisor
Independant
, IL
09.2015 - Current
- Advised clients on investment strategies and financial planning options to meet objectives.
- Utilized financial software for portfolio analysis and performance tracking.
- Conducted client interviews to assess income, expenses, and risk tolerance for tailored plans.
- Facilitated meetings focused on comprehensive investment strategy development.
- Promoted business initiatives to expand customer base and enhance revenue growth.
Business Banker
Fifth Third Bank (formerly MB Financial Bank)
, IL
07.2015 - 01.2022
- Promoted from Relationship Banking Specialist following merger with Fifth Third Bank.
- Managed and grew a portfolio of small to mid-size business clients.
- Provided expert guidance on lending solutions, treasury management, and business banking tools.
- Maintained high client satisfaction by understanding business needs and delivering tailored financial strategies.
- Supported branch operations, compliance, and mentorship of junior staff.
Financial Advisor
The Heartland Group Financial Strategies LLC
, IL
04.2013 - 06.2015
- Cultivated long-term client relationships through effective financial planning guidance.
- Educated clients on diverse investment strategies and insurance options.
- Managed secure and comprehensive financial records for clients across multiple states.
- Held Series 7, 6, 63, 65; Life and Health Insurance licenses, ensuring compliance.
Financial Professional Associate
The Prudential Life Insurance Co. of America
, IL
06.2012 - 09.2012
- Assisted clients in evaluating and enhancing their financial portfolios.
- Prospected new business opportunities while servicing existing accounts.
Customer Service Coordinator
Loyola University Medical Center
Maywood, IL
01.2004 - 05.2009
- Coordinated patient and staff communications and managed front-office operations.
- Collected and organized payments and patient records while ensuring service excellence.
- Recognized with the MAGIS Award for outstanding leadership and service.
Education
MBA - Business Management (Finance)
Roosevelt University
Chicago, ILCoursework - Business Law
Triton College
River Grove, IL01.2014
Coursework - Business & Pre-law
The Ohio State University
Columbus, OH01.2004
Coursework - Psychology & Social Justice
Lewis University
Romeoville, IL01.2001
Skills
- DOT and FMCSA compliance
- Supply chain management
- Driver onboarding and retention
- Risk management strategies
- Regulatory auditing
- Fleet operations optimization
- Route planning
- Relationship banking
- Financial consulting services
- Team leadership
- Staff development initiatives
- Business development strategies
- Client engagement
Certification
- Formerly held Series 6, 63, 65, and 7 Securities Licenses
- Formerly held Life & Health Insurance Licenses (IL and multiple states)
Affiliations
- Former Executive Director of Bensenville Chamber of Commerce
- Former Chairman of Finance for NPO Dreams for Kids
- Former Executive Director for Dreams for Kids
Achievements
Client Portfolio Growth
Increased client portfolio by 25% within a year.
CSA Score Improvement
Improved the CSA score by 5% within 6 months.
Driver Compliance Boost
Enhanced protocols reduced violations by 20% within a year.
Timeline
Safety Director & Supply Chain Manager
Top Energy Ltd
01.2022 - Current
Financial Advisor
Independant
09.2015 - Current
Business Banker
Fifth Third Bank (formerly MB Financial Bank)
07.2015 - 01.2022
Financial Advisor
The Heartland Group Financial Strategies LLC
04.2013 - 06.2015
Financial Professional Associate
The Prudential Life Insurance Co. of America
06.2012 - 09.2012
Customer Service Coordinator
Loyola University Medical Center
01.2004 - 05.2009
MBA - Business Management (Finance)
Roosevelt University
Coursework - Business Law
Triton College
Coursework - Business & Pre-law
The Ohio State University
Coursework - Psychology & Social Justice
Lewis University