Kevin Higgins
Director - BMO Family Office
- Role
- Director, Family Office Uhnw Capital Advisory at Bmo Family Office
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Kevin Higgins
Wealth Management and Private Banking professional with leadership experience providing customized and innovative capital advisory and lending solutions for ultra-high net worth clients across various asset classes. Proven track record of generating revenue growth and improving productivity by originating, negotiating, structuring large complex transactions. Highly effective in developing and maintaining client relationships, as well as collaborating with internal and external partners. Formally credit trained, holding Series 66 and Series 7 certifications. Specialties include, but not limited to, SBL, unsecured, fine art, yacht, aircraft, life insurance, REIT op units, private equity, private stock, hedge funds, law firm, and concentrated/restricted stock.
Experience
Director, Family Office Uhnw Capital Advisory
Jan 2024 — Present · Miami, FL, US
Education
George Mason University
Bachelors of Science, Finance & Economics
Skills
- Securities Lending
- Financial Risk
- Cross Selling
- Financial Services
- Crm
- Financial Statements
- Capital Markets
- Credit Analysis
- Investments
- Wealth Management
- Loan Origination
- Fixed Income
- Syndications
- High Net Worth Individuals
- Underwriting
- Portfolio Management
- Loans
- Cash Management
- Securities
- Letters of Credit
- Margin
- Management
- Asset Based Lending
- Equities
- Structured Finance
- Private Banking
- Commercial Banking
- Commercial Lending
- Derivatives
- Financial Analysis
- Banking
- Risk Management
- Analysis
- Credit Risk
- Finance
- Relationship Management
- Credit
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