Kevin L.
Regional Vice President @ Harris & Associates | MBA in Finance
- Role
- Regional Vice President at Harris Associates
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
About Kevin L.
With over a decade of professional experience, I have honed my competencies in leadership, strategic planning, and asset management at Harris & Associates. My mission is to foster growth, maximize investment returns, and enhance client services. At Harris, our values align with delivering tailored financial advice and efficient asset allocation, where I bring diverse perspectives to drive regional expansion and market share increase.In my current role as Regional Vice President, I\'ve successfully led investment operations and developed strategies that optimized portfolio performance. My focus on teamwork and efficiency has not only propelled regional growth but also deepened client relationships through personalized service, aligning with our commitment to excellence in client satisfaction and investment results
Experience
Regional Vice President
Jun 2022 — Present · Los Angeles, CA, US
During my two years as a regional vice president at Harris Associates, I led investment operations, developed strategic plans to enhance asset management and client services, and monitored portfolio performance. I optimized asset allocation, ensured policy compliance, and maintained close client relationships, providing tailored advice and addressing their needs. By improving teamwork and efficiency, I drove regional growth, expanded market share, and maximized investment returns, while strengthening my leadership skills and expertise in asset management
Education
Graduate School of Business Administration Zurich
Master of Business Administration - MBA, Finance, General
University of Zurich
Bachelor of Arts in Economics , Financial Markets and Institutions
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