Kevin Gundrum Email & Phone Number
@valmarkfg.com
2 phones found area 716
LinkedIn matched
Who is Kevin Gundrum? Overview
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Kevin Gundrum is listed as Compliance Specialist at Valmark Financial Group, a company with 154 employees, based in Akron, Ohio, United States. AeroLeads shows a work email signal at valmarkfg.com, phone signal with area code 716, and a matched LinkedIn profile for Kevin Gundrum.
Kevin Gundrum previously worked as Regulatory Risk Analyst at Pnc and Wealth Management Direct Regional Supervisor at Bny Mellon. Kevin Gundrum holds Bachelors Of Science, Business - Finance from University Of Wisconsin-Green Bay.
Email format at Valmark Financial Group
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AeroLeads found 1 current-domain work email signal for Kevin Gundrum. Compare company email patterns before reaching out.
About Kevin Gundrum
Kevin Gundrum is a Compliance Specialist at Valmark Financial Group. He possess expertise in management, aerospace.
Listed skills include Management and Aerospace.
Kevin Gundrum's current company
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Kevin Gundrum work experience
A career timeline built from the work history available for this profile.
Regulatory Risk Analyst
Wealth Management Direct Regional Supervisor
Kyc Analyst
Retail Research Specialist
Regional Client Service Associate
Provided exceptional customer service and expanded sales opportunities with the top financial advisors in the Midwestern region representing over $100M in annual net cash flow.
Financial Service Consultant
Provided the highest level of service to internal and external customers. Resolved customer concerns by answering account-related questions on company and industry procedures. Ensured accuracy of monthly statements and acted as point person for statement related inquiries. Evaluated company policies and procedures on a continual basis to ensure the current.
Retirement Consultant
Specialized in researching complicated Traditional, Roth, SEP, Simple and 403(b) issues. Managed calls from 401(k) participants by assisting them with account related queries. Counseled clients regarding minimum required and excess distributions.
Financial Sales Specialist
Profiled customer financial needs to identify additional sales opportunities. Presented investment guidance to ensure suitability for clientele needs. Educated clients about appropriate investment options and strategies. Recognized for delivery of excellent service support by resolving complex account challenges.
Colleagues at Valmark Financial Group
Other employees you can reach at valmarkfg.com. View company contacts for 154 employees →
Rose Gregor
Colleague at Valmark Financial Group
Mentor, Ohio, United States, United States
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Erin Speas
Colleague at Valmark Financial Group
Stow, Ohio, United States, United States
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TS
Tyler Shean
Colleague at Valmark Financial Group
Akron, Ohio, United States, United States
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Georgia Hancock
Colleague at Valmark Financial Group
Hopkins, Minnesota, United States, United States
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Jamie (Hochmuth) Block
Colleague at Valmark Financial Group
St Paul, Minnesota, United States, United States
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Olivia Robinson
Colleague at Valmark Financial Group
Girard, Ohio, United States, United States
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CV
Chassidy Vincent
Colleague at Valmark Financial Group
Akron, Ohio, United States, United States
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Mindy Shaffer
Colleague at Valmark Financial Group
Greater Minneapolis-St. Paul Area, United States
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Lydia Martha
Colleague at Valmark Financial Group
Akron, Ohio, United States, United States
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CE
Cindy Evanko
Colleague at Valmark Financial Group
Medina, Ohio, United States, United States
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Kevin Gundrum education
Frequently asked questions about Kevin Gundrum
Quick answers generated from the profile data available on this page.
What company does Kevin Gundrum work for?
Kevin Gundrum works for Valmark Financial Group.
What is Kevin Gundrum's role at Valmark Financial Group?
Kevin Gundrum is listed as Compliance Specialist at Valmark Financial Group.
What is Kevin Gundrum's email address?
AeroLeads has found 1 work email signal at @valmarkfg.com for Kevin Gundrum at Valmark Financial Group.
What is Kevin Gundrum's phone number?
AeroLeads has found 2 phone signal(s) with area code 716 for Kevin Gundrum at Valmark Financial Group.
Where is Kevin Gundrum based?
Kevin Gundrum is based in Akron, Ohio, United States while working with Valmark Financial Group.
What companies has Kevin Gundrum worked for?
Kevin Gundrum has worked for Valmark Financial Group, Pnc, Bny Mellon, Dreyfus, and Russell Investments.
Who are Kevin Gundrum's colleagues at Valmark Financial Group?
Kevin Gundrum's colleagues at Valmark Financial Group include Rose Gregor, Erin Speas, Tyler Shean, Georgia Hancock, and Jamie (Hochmuth) Block.
How can I contact Kevin Gundrum?
You can use AeroLeads to view verified contact signals for Kevin Gundrum at Valmark Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Kevin Gundrum attend?
Kevin Gundrum holds Bachelors Of Science, Business - Finance from University Of Wisconsin-Green Bay.
What skills is Kevin Gundrum known for?
Kevin Gundrum is listed with skills including Management and Aerospace.
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