Kevin is the Managing Director of Truelytics Distribution. He is a senior executive with an industry-recognized, successful track record and passion for distribution and financial services. Thrives on building businesses and expanding market share in rapid growth and difficult climate markets. Specialties: PROFESSIONAL LICENSURES / QUALIFICATIONS - FINRA Series 6, 26, 51, 63 - PA Life Insurance License - Chartered Mutual Fund Counselor
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.
396 Washington St. #290
Wellesley, MA 02481
Boston | Philadelphia | Austin