Vice President at Merrill Lynch
Houston, Texas Area
- Current
-
- Owner - Vice President of Sales and Marketing at Rapid Refill
- Vice President at Merrill Lynch
- Education
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- University of Tennessee-Knoxville - College of Business Administration
- University of Pennsylvania - The Wharton School
- Industry
- Computer Hardware
- Websites
Kevin Kugley’s Experience
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Owner - Vice President of Sales and Marketing
Rapid Refill
(Computer Hardware industry)
January 2002 — Present (7 years 7 months)
Own and operate 4 Rapid Refill franchises with the intent of growing total to 10.
-
Vice President
Merrill Lynch
(Public Company; 10,001 or more employees; MER; Financial Services industry)
January 1997 — Present (12 years 7 months)
As a Wealth Management Advisor Kevin advises high net worth clients through financial planning processes. As a manager Kevin develops and trains 40 plus Financial Advisors.
Kevin Kugley’s Education
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University of Tennessee-Knoxville - College of Business Administration
Business , Logistics and Transportation , 1989 — 1993
Brought cable television to the University of Tennessee.
- Activities and Societies:
- Alpha Tau Omega
-
University of Pennsylvania - The Wharton School
Business , Executive Training
Additional Information
Kevin Kugley’s Websites:
Kevin Kugley’s Interests:
Football, Polo
Kevin Kugley’s Groups:
United Way, Scripture Union Ministries, In Touch.org , Bearden High School Athletics, Petroleum Club of Houston
Kevin Kugley’s Honors:
1998 – Graduated early from the Professional Development Program in eighteen months with ratings of “Far Exceeds” in assets, production, and financial plans. 2000 – Chairman’s Club member with length of service of three years. Youngest employee in the firm to have achieved the club. 2001 – Selected for Wharton Business School Training. 2002 – Managed River Oaks Branch Wealth Management Back to the Basics Program. Raised branch placement form #119 to #43 in the firm. 2003 – Selected for Wharton Business School Alumni Training. IPO Coordinator for River Oaks Branch. Raised branch placement from #57 to #2 in Texas Region. 2005 – Appointed Paths of Achievement manager for Houston Galleria office and co-managed 40 rookie employees for the entire Galleria complex. Selected as one of twenty-one employees out of 16,000 Financial Advisors to attend Merrill Lynch Assessment Program. 2006 – Annuity Champion
Kevin Kugley’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
