Consultant, Kevin Kennedy Associates, Inc.
Provides expert witness services, as well as trust consulting services.
Principal, expert witness services company, Charlotte, NC
Estate, Trust, Investment Management & Fiduciary Litigation Consulting and Expert Witness Services
Trust Marketing Consultant, Trust company, Atlanta, GA
Provide directed/administrative trust services for clients of broker/dealer firms and Registered Investment Advisors
Managing Director – Trust Services, Community Trust of the Southeast, Charlotte, NC
Provide directed/administrative trust services for clients of broker/dealer firms and Registered Investment Advisors
Chief Executive Officer, Dunham Trust Company, Charlotte, NC
Trust Counsel, Director
Consultant/ Instructor, Cannon Financial Institute, Charlotte, NC
Adjunct Professor Presented “Growing Your Business Through Comprehensive Wealth Management” nationally to over 500 brokers, financial planners, and bankers to introduce the Eaton Vance U.S. Gift Trust/ Pooled Income Fund/ Donor Advised Fund.
Senior Vice President, Director of Trust Services, IJL Wachovia, Charlotte, NC
Empowered and trained 500 IJL Wachovia Financial Consultants, located in 60 branches between Atlanta and Richmond, to capture new trust assets, and retain existing client trust assets, and their accompanying revenue stream, through the development of personal trust accounts.
First Vice President, Director of Estate Management and Trust Services, Prudential Securities, New York, NY
Packaged and presented personal trust services to over 700 Prudential Securities Financial Advisors, doubled personal trust assets under management at affiliated Prudential Bank, FSB. Managed sales efforts of eight Investment Management and Personal Trust Regional Coordinators. Developed strategic marketing plan with Sotheby’s. Active in National Society of Fund Raising Executives for promotion of charitable remainder trusts/life insurance trusts. Supervised staff of six in New York Sales Desk.
Senior Vice President, Director of Institutional Sales, National Product Manager, American Guarenty & Trust Company, Wilmington, DE
Developed Designated Trustee relationship with Paine Webber resulting in over $200Million in new trust assets with an average account of $650 thousand. Introduced a managed money sales training program to selected registered representatives producing $100Million in new managed assets. Trust services were also offered through community banks in high net worth markets through the Correspondent Trust Program.
President, Director, Shearson Lehman Trust Company, Wilmington, DE
Executive Vice President, Trustcorp of America Inc., New Orleans, LA
Senior Vice President, Manager, First NBC, Trust Division, New Orleans, LA
As Chairman of the Trust Investment Committee, performed both the initial review of securities in new trust accounts as required by Regulation 9 of the Office of the Comptroller of the Currency to be in compliance, and performed annual review of all trust accounts for constancy with stated investment objectives and issues of suitability.
Senior Marketing Officer, Florida Investment Representative Office, United States Trust Company of New York, Palm Beach, FL
Trust Division, Business Development Department, Flagship National Bank, Miami, FL
Vice President, Trust Department, Continental Bank, Chicago, IL
Business Development Division
