As an operations analyst, Kevin is responsible for daily cash and reconciliation reports, trade settlement, cash management, and various reporting for CCM’s mutual funds and separate accounts. In his role, he also supports the firm’s trade processes, data management, and portfolio operation functions.
Kevin joined CCM from the W South Beach, where he worked as staff accountant compiling and analyzing financial data for record keeping purposes. He also assisted the finance and accounting department with monthly balance sheet reconciliations, accrual journal entries, and payroll management. Kevin received his B.S. in finance from Florida International University. He passed FINRA’s SIE exam and sat for Level 1 of the CFA exam.