Kevin Bell, Cfa Email & Phone Number

El Salvador

Canada

Direction Mortgage Corporation is an innovative mortgage brokerage focused on helping real estate investors, first time buyers, homeowners. FSRA 13424.www.directionmortgage.ca

Toronto, Canada Area

I help client achieve their financial objectives by providing holistic financial advice focused on reducing investment management fees (by using index funds) and reducing taxes. I am a fee only investment advisor

Toronto, Canada Area

I guarantee each client the best rates and terms on their mortgage, in addition I help clients use their mortgage as a tool to lower interest costs and reduce their taxes. I am part of TMG The Mortgage Group. Since 1990, TMG has helped over a quarter million Canadians get the best financing solutions and mortgage rates through Canadian mortgage lenders from coast to coast.

Toronto

•Senior fixed income sales leader responsible for sales, execution, and relationship management for over 30 large corporate and over 20 institutional clients in Emerging Market, Fixed Income, and FX products.•Generated highly profitable and client focused investment ideas for Canadian clients across Credit Suisse’s global fixed income product offering through actionable analysis of fixed income research and real time market data.•Grew business from $4M in to $20M in three years by leveraging internal investment banking and equity trading relationships to add over 50 new dealing relationships to the firm. •Achieved RWA reduction targets and bank priorities including client segmentation initiatives, leveraging our electronic offering, and providing macro coverage to support the establishment of Credit Suisse private bank in Canada.

• Appointed to Technical Sales and Foreign Exchange management committee (Q1 2011)and achieved 75% of 2011 sales target by end of Q1, 2011 by growing market share with investment managers who executed foreign exchange decisions on behalf of RBC Dexia clients• Spearheaded development and implementation of new credit and risk management policy in order to offer FX services to external foreign exchange clients and support investment managers foreign exchange requirements for non-custodied assets• Capitalized on opportunities to improve profitability and competitiveness by sourcing additional FX liquidity and implementing an electronic FX delivery strategy

• Increased foreign exchange revenues, from 950k in Q1 2009 to $2M in Q1 2010, by improving pricing and enhancing foreign exchange service offering, growing wallet share from existing clients, and working with sales team to add new foreign exchange clients.• Provided leadership to FX desk to grow FX volumes and revenues from high frequency traders, retail and institutional broker dealers, asset managers, small banks, trust companies, transfer agents, and foreign exchange brokers• Developed a successful portfolio hedging offering and increased FX hedging business with Canadian investment counsellors and portfolio managers

Montreal/Toronto

 In two years, increase the regional offices foreign exchange revenues from $10M to $18M by developing corporate and institutional foreign exchange relationships in the Quebec market and providing leadership to the commercial and small business sales groups. Grew revenue across institutional, corporate, commercial and small business segments by implementing pro-active sales process, increasing hedging activities, and growing the FX online business in Montreal regional office. In Toronto, increased individual and team FX revenues for five consecutive years through proactive sales coverage Initiated a partnership with real estate commercial bank to generate $1M+ in new and incremental FX revenue from Real Estate clients. Sales responsibilities included developing relationships with internal and external clients, developing a sound knowledge of clients business and objectives, preparing and delivering presentations, providing timely market information, and providing advice on structuring and execution of FX hedging strategies

Cfa

Bachelor Of Arts (Honors), Economics

Education record