Kevin Marek Email & Phone Number

Buidlguidl.com speedrunethereum.com

Bridging that gap between the decentralized world of tomorrow and the progressive forward thinkers of today.Push ideas into the wild.

Coinvention.io

Center City, Philadelphia

Community based financial services company holding over 1.9 trillion in assets, serving 70 million families.​• Submitted multiple ideas for innovative use cases to various LOB with one currently being implemented by the Distributed Ledger Initiatives team.• Received Affluent trendsetter and Affluent excellence.• Work directly with client on boarding to integrate an array of digital services into their daily lives and help them succeed financially.• Serve as a liaison between clients and other LOB to enhance and grow relationships with existing clients and new prospects.• Mastered internal banking software to perform all client requests, inquiries and research; providing feedback to corresponding departments on potential improvements.• Manage customer experience by owning situational responsibility while simultaneously performing key tasks associated with AML and KYC as well as other regulatory requirements.

Philadelphia, Pennsylvania

Provided individuals and business clients with investments, insurance and bank products that were suitable to their needs while meeting outstanding customer service guidelines.

Philadelphia, Pennsylvania

Independent financial advisory firm with multiple locations though out the continental United States.• Worked directly with UHNW clients to provide complex financial planning, including advanced retirement, legacy strategies, and Premium Finance.• Assisted with the design, layout and functionality of CRM database for all client data points.• Maximized data entry on clients to assist with details related to their risk tolerance and personal life to provide unparalleled customer service to build lifelong relationships.• Proposed the use of an aggregate system for clients inside and outside investments. Once approved I integrated all clients accounts into Orion for ease of access to their entire portfolio.• Managed group of advisors to drive revenue through a team sales approach bringing the latest technology to our clients for maximum sales and portfolio growth.• Consulted with firm and clients to provide detailed reports on competitors use of RoboAdvisors as well as other forms of digital and internet investment platforms. Lead to the implementation of a roboadvising option for our clients.• Grew book of business of high net worth clients from cold calling, prospecting and tabling events.• Specialized in working with Business Owners, Doctors and Lawyers to maximize their complex compensation agreements to fulfill their future and current income needs.

Stroudsburg, Pa

Mortgage broker operating in Pennsylvania, New Jersey, New York, Maryland and Connecticut. • Worked directly with clients to purchase and refinance accounts through deal negotiations and closings.• Worked leads from various sources to bring in new business, investors and clients to the company.• Mastered internal proprietary software to forecast market conditions to best meet client needs by locking loan rates at the optimal time to achieve best pricing.• Managed staff of 15 underwriters, loan processors and marketing interns establishing clear project guidelines and expectations to provide unparalleled customer service and organizational integrity.• Promoted to Lead Originator and Investor relationship manager of the Northeastern Division.• Worked with other IT professionals to encrypt all data and network operations to comply with regulations for both client data and government reporting requirements.• Coached and mentored staff; four direct reports promoted laterally.• Held weekly performance evaluations to assist staff in meeting sales goals and quotas as well as held classes to teach industry knowledge to assist interns in obtaining Mortgage Origination licenses.

Stroudsburg, Pennsylvania

International organization, a 503(c) qualified non-profit charitable organization with Aeries in over 1,700 cities across the United States and Canada. • Maximized profitability by installing POS system with the latest encryption and inventory controls.• Integrated all product offerings and price data into POS system, adding pictures and data points for ease of use and inventory management protocols.• Managed the installation of a LAN for the facility to add Infrared Cameras, High Speed POS terminals and Wi-Fi as well as to encrypt data for all financials and internal reporting.• Led and prepared weekly meetings with members and officers, presenting reports, details and future plans.• Recorded, created and documented transactions from vendors, employees and member’s invoices, payroll and dues ensuring accuracy and timelines.• Reconciled accounts including checking, savings, certificates of deposit and loans and various investments.• Worked with local, regional and federal agencies to negotiate and maintain proper operating licenses, including OSHA, Department of Agriculture, LCB, Gaming Commission of Pennsylvania and Monroe County.• Maintained licenses and insurance policies to ensure operational efficiency and compliance.

State College, Pa

Account specialist, loan consultant and customer service representative for the National Financial Service Center.Consistently reached, surpassed and achieved goals and quotas while receiving performance based incentives.Mastered proprietary software to evaluate and resolve customer issues to keep call and wait time efficient and streamlined.Effectively managed time to become proficient and excel at this career while being a full time student at the Pennsylvania State University.

Community, Environment And Development, Economic And Sustainable Development

Biology/Biological Sciences, General