Kevin Phelan

Director, Healthcare Investment Banking @Raymond James & Associates, Inc.

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2025 — Present

Director, Healthcare Investment Banking @Raymond James & Associates, Inc.

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Charlotte, NC, US

EDUCATION

2013

University of Macau; Macau, China

Semester Abroad

2011 — 2015

Susquehanna University

Bachelor of Arts (B.A.) Magna Cum Laude, Departmental Honors, Economics (Global Financial Markets); Political Science and Government

2022 — 2024

Duke University - The Fuqua School of Business

Master of Business Administration - MBA

SKILLS

Microsoft ExcelPowerpointMunicipal ServicesEconomicsMortgage LendingForeign ExchangePortfolio ManagementMonetary EconomicsCash AccelerationOperations ManagementMunicipal BondsFinancial AccountingEnvironmental AwarenessPrivate EquityProprietary TradingPublic PolicyCapital MarketsSeries 7Policy AnalysisFinancial AnalysisInvestmentsBankingRisk ManagementFinancial ModelingOptionsMicrosoft OfficeMonetary TheoryHedge FundsMonetary PolicyFederal GovernmentForeign PolicyFinancial Statement Analysis

ABOUT KEVIN PHELAN

The Raymond James & Associates employee is not acting in the capacity of a financial advisor and as such will not be affecting or attempting to effect transactions in securities or rendering personalized investment advice for compensation. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

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Kevin Phelan — Director, Healthcare Investment Banking at Raymond James & Associates, Inc. in Charlotte, NC, US | Unifers