As an Operations Analyst, Kevin works with other RTD Financial employees to ensure all processes are as efficient and effective as possible. His responsibilities include data cleanup, completing ad-hoc projects, and researching and implementing various software. Kevin also serves as Data Security Coordinator and Compliance Associate and is tasked with ensuring the firm follows the policies in place to help prevent any data breaches. He is an Investment Advisor Certified Compliance Professional (IACCP®). Kevin has a lot of experience in cybersecurity, operations, and compliance.
Before starting at RTD, Kevin had multiple internships, including one with RTD, in the operations department. He started at RTD in 2019 after graduating from Temple University with a bachelor’s degree in Business Administration. He is heavily involved in committees at RTD and is a member of the Marketing & Communications Committee, the Fun Committee, the Investment Policy Committee, and the head of the Compliance Committee. The biggest highlight of his career is helping RTD become more efficient so that the firm can better serve clients.
Kevin was born in Douglassville, PA and recently moved to Drexel Hill, PA. He lives with his fiancée, Emily, and corgi puppy, Benji! He is the third oldest of 12 kids! He enjoys playing baseball and golf. Some of his hobbies include reading, hiking, walking, bowling, and eating.
Getting to know Kevin
What do you enjoy most about working at RTD?
The amazing culture – we are such a close-knit family.
What makes you good at what you do?
My attention to detail. I love to make sure everything is as clear as possible, down to every word.
What’s the best piece of advice you’ve received?
Never stop learning. There is always something that can be done to further your career and your knowledge.
What did you want to be when you were growing up?
I wanted to be the second baseman for the Philadelphia Phillies.
What’s the most exciting vacation you’ve taken?
The most exciting vacation I’ve taken was to Puerto Vallarta, Mexico. I had never left the country before that, and it was an absolute blast.