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Kerric Kynard

Senior Vice President Business Development @Ultimus Fund Solutions

Chicago, IL, US
EMAILS
k••••••@ultimusfundsolutions.com
MOBILE NUMBERS
+14•••••••06

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WORK HISTORY

Apr 2024 — Present

Senior Vice President Business Development @Ultimus Fund Solutions

Chicago, IL, US

EDUCATION

1993 — 1994

Bellevue University

Marketing/Marketing Management, General

N/A

Georgetown University

Bachelors , Liberal Arts and Sciences/Liberal Studies, International Relations

2009 — 2010

College For Financial Planning

Chartered Mutual Fund Counselor; Chartered Retirement Plans Counselor, Chartered Mutual Fund Counselor & Chartered Retirement Planning Counselor

SKILLS

Customer RelationsCustomer ServiceInvestmentsKey Account Relationship ManagementRetirementBondsSeries 65Fixed Annuities401kRetirement PlanningFinancial ServicesCrmConsultative SellingFinraEtfsSecuritiesSalesLong-Term CareSeries 63Life InsuranceFinanceVariable AnnuitiesCoachingOperations ManagementFinancial AdvisoryUniform Combined State LawSeries 7Sales ManagementIrasSeries 6AnnuitiesInsuranceSeries 24TradingMutual FundsAsset AllocationWealth Management

ABOUT KERRIC KYNARD

Accomplished and results-driven strategic client account manager with more than 20 years’ experience developing and enhancing productive client engagements. Strategic thinker and proactive problem solver with expertise in consultative selling and territory sales management including cultivating and maintaining strong customer relationships. Skilled communicator and highly proficient in contract negotiation and conflict resolution.

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