Kevin Needham

Vice President @First Generation Investors

Tallahassee, FL, US

Facilitated interactive sessions on saving, investing, and portfolio diversification, tailoring communication to diverse audiences and strengthening financial confidence among first-time investors- Guided students in defining financial goals, constructing entry-level portfolios, and evaluating risk–return tradeoffs, fostering practical decision-making skills in real-market contexts- Collaborated with peers and education leaders to refine and deliver curriculum materials that translated complex financial concepts into clear, actionable strategies for underserved communities.