Kevin McKane

Financial Advisor at Raymond James

Location
Greater Atlanta Area
Industry
Financial Services

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Kevin McKane's Overview

Current
Past
Education
Connections

500+ connections

Kevin McKane's Experience

Financial Advisor

Raymond James Financial Inc.

Public Company; 10,001+ employees; RJF; Financial Services industry

July 2013Present (1 year 3 months)

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

Financial Advisor

Merrill Lynch

Public Company; 10,001+ employees; BAC; Financial Services industry

May 2012June 2013 (1 year 2 months) Greater Nashville Area

Financial Advisor

UBS Financial Services

Public Company; 10,001+ employees; UBS; Financial Services industry

November 2010May 2012 (1 year 7 months) Charlotte, North Carolina Area

Registered Client Service Associate

UBS Financial Services

Public Company; 10,001+ employees; UBS; Financial Services industry

December 2009October 2010 (11 months) Charlotte, North Carolina Area

Internal Sales Consultant

Transamerica Retirement Services

Public Company; 5001-10,000 employees; Financial Services industry

January 2006March 2009 (3 years 3 months)

Sales Desk Summer Intern

Franklin Templeton Investments

Public Company; 5001-10,000 employees; BEN; Financial Services industry

May 2005August 2005 (4 months) Tampa/St. Petersburg, Florida Area

Internal Sales Desk Summer Intern

Lord Abbett & Co. LLC

Privately Held; 501-1000 employees; Investment Management industry

May 2004August 2004 (4 months) Greater New York City Area

Kevin McKane's Skills & Expertise

  1. Financial Analysis
  2. Investments
  3. Portfolio Management
  4. Financial Modeling
  5. Retirement Planning
  6. Strategic Financial Planning
  7. Risk Management
  8. Asset Managment
  9. Sales
  10. Retirement
  11. Series 7
  12. Banking
  13. Wealth Management
  14. Corporate Finance
  15. Insurance
  16. Asset Management
  17. Finance
  18. Asset Allocation
  19. Series 6
  20. Financial Advisory
  21. Securities
  22. Investment Advisory
  23. Due Diligence
  24. Mutual Funds
  25. Valuation
  26. Financial Services
  27. Credit
  28. Investment Management
  29. Series 63
  30. Loans
  31. Estate Planning
  32. Life Insurance
  33. Equities
  34. Relationship Management
  35. Financial Planning
  36. Fixed Income
  37. Investment Strategies
  38. Private Equity
  39. Alternative Investments
  40. Capital Markets
  41. Financial Risk

View All (41) Skills View Fewer Skills

Kevin McKane's Education

University of Georgia - Terry College of Business

BBA, Economics & Finance

20012005

Marist School

19962001

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