Summary
Overview
Work History
Education
Skills
Certification
EXTRA MENTION
Timeline
Generic

Kevin Mccarthy

Comstock Park

Summary

Dynamic professional with extensive experience in financial advising at Prudential Securities and proven expertise in market analysis and supplier negotiation. Adept at enhancing customer satisfaction through effective inventory management and quality control. Committed to driving results and fostering strong client relationships while navigating complex financial landscapes.

Overview

46
46
years of professional experience
1
1
Certification

Work History

Self Employed Reseller

Self-employeed
Grand Rapids
01.2015 - Current
  • Implemented quality control procedures to ensure received products met required standards.
  • Negotiated pricing, delivery terms, payment terms and other contractual agreements with suppliers.
  • Analyzed market trends to identify opportunities for cost savings through volume purchasing or alternative sources.
  • Monitored supplier performance to ensure timely deliveries of goods and services in accordance with quality standards.

Mortgage Broker, Transportation Driver, Painter

First Union Mortgage, PTI transport, Self
Grand Rapids
01.2025 - 01.2025
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Assisted clients in completing paperwork required for loan application process.
  • Facilitated continuous real estate transactions to drive continued personal and team growth.
  • Provided assistance in resolving issues arising during processing or closing stages of a loan transaction.

Transportation Dr

Provessional Transportaion Inc.
Grand Rapids
01.2008 - 01.2011
  • Maintained accurate records of deliveries, pickups, and vehicle maintenance.
  • Followed designated routes while operating a commercial motor vehicle safely and efficiently.
  • facilitated movement of Train engineers and conductors primarily for CSX RR.

Financial Advisor

Prudential Securities
Grand Rapids
01.1997 - 05.2000
  • Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
  • Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
  • Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Managed client expectations and resolved any concerns or issues promptly.
  • Formulated and actualized strategic financial plans across client investment portfolios.
  • Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
  • Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.

FOOD SERVICE SALES AND MANAGEMENT

WIN SCHULERS, SP. LAKE CC, S.L. HOLIDAY INN
WEST MICHIGAN
12.1978 - 01.1997
  • Managed inventory and supplies to ensure materials were available when needed.
  • Worked with cross-functional teams to achieve goals.
  • Assisted with customer requests and answered questions to improve satisfaction.

Education

securities broker Prudential Securities

Securities Licensed
Grand Rapids
06-1997

Business HRI Management

Michigan State University
East Lansing, MI
08-1978

Associate of Arts - Business

Muskegon Community College
06-1975

Grand Haven High School
Grand Haven, MI
06-1973

Skills

  • Market analysis
  • Quality control
  • Supplier negotiation
  • Contract management
  • Inventory management
  • Customer service

Certification

SERIES 7 STOCKBROKER AND ADDITIONAL FINANCIAL LICENSING

EXTRA MENTION

MICHIGAN STATE FOOTBALL TEAM MANAGER 1975-1978 VARSITY LETTER WINNER

Timeline

Mortgage Broker, Transportation Driver, Painter

First Union Mortgage, PTI transport, Self
01.2025 - 01.2025

Self Employed Reseller

Self-employeed
01.2015 - Current

Transportation Dr

Provessional Transportaion Inc.
01.2008 - 01.2011

Financial Advisor

Prudential Securities
01.1997 - 05.2000

FOOD SERVICE SALES AND MANAGEMENT

WIN SCHULERS, SP. LAKE CC, S.L. HOLIDAY INN
12.1978 - 01.1997

securities broker Prudential Securities

Securities Licensed

Business HRI Management

Michigan State University

Associate of Arts - Business

Muskegon Community College

Grand Haven High School

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Kevin Mccarthy