Kevin Caldwell

About Kevin Caldwell

Experienced leader with a track record of building out teams in varied settings throughout the Financial Services and FinTech industries, including Financial Planning & Advisory Technologies, Institutional Retirement, Intelligent Automation/AI, and Risk & Compliance. Demonstrated ability to excel in client-facing roles in a high-pressure business development environment. Celebrates a proven capacity to distill complicated concepts into manageable objectives while enlisting stakeholder buy-in. Exhibited drive to exceed business goals, increase revenue, nurture operational stability, and champion collaboration between divergent views.Leverages an international academic & research background to apply different perspectives towards the creative resolution of complicated business problems. Energetic and highly-motivated problem solver with a passion for learning and elevating others within the workplace.

Experience

1. Vice President, National & Regional Banks Sales Strategy

   LPL Financial

   Jan 2025 — Present · Charlotte, NC, US

   I developed executive level materials to quantify strategic value of LPL\'s partnership with national/regional banks through analysis of broader wealth management trends and potential areas for disruption from fintech providers/AI. I created use cases for LPL to articulate benefits of improved scale, efficiency, and operational stability to executive-level institutional prospects via LPL’s strategic investments in new technologies and consolidated material into client-facing deliverables to further advance LPL’s business development team through the sales pipeline. I also managed cross-functional teams in multiple RFP processes for large national/regional banks interested in partnership with LPL, leading internal business development efforts and client discovery sessions to articulate the strategic value of an LPL partnership within a prospective firms’ product roadmap, technology/data ecosystem, and client/advisor experience strategy.

Education

• NOLS

  NOLS Alaska

  2011 — 2011

• Kingston University

  Geography

  2016 — 2016

• University of North Carolina at Charlotte

  Master of Arts (M.A.), Geography

  2015 — 2017

• University of North Carolina at Charlotte

  Bachelor of Arts (B.A.), Religion/Religious Studies

  2011 — 2015

Skills

• Community Outreach
• Sustainability
• Management
• Multicultural Education
• Research
• Interviews
• Editing
• Qualitative Research
• Public Speaking
• Leadership
• Cross-Cultural Teams
• Community Engagement