Compliance Specialist
Current
May 2019 - Present
AeroLeads people directory · profile
Kevin Gundrum Email & Phone Number
Compliance Specialist
at
Valmark Financial Group
1 work email found
@valmarkfg.com
2 phones found area 716
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Compliance Specialist
Location
Akron, Ohio, United States
Company size
Who is Kevin Gundrum? Overview
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Quick answer
Kevin Gundrum is listed as Compliance Specialist at Valmark Financial Group, a 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.
Company email context
Email format at Valmark Financial Group
This section adds company-level context without repeating Kevin Gundrum's masked contact details.
{first_initial}{last}@valmarkfg.com
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AeroLeads found 1 current-domain work email signal for Kevin Gundrum. Compare company email patterns before reaching out.
Profile bio
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.
Current workplace
Kevin Gundrum's current company
Company context helps verify the profile and gives searchers a useful next step.
Valmark Financial Group
9 roles · 30 years
Kevin Gundrum work experience
A career timeline built from the work history available for this profile.
Regulatory Risk Analyst
May 2015 - May 2019
Wealth Management Direct Regional Supervisor
Aug 2013 - Apr 2015
Kyc Analyst
May 2013 - Aug 2013
Retail Research Specialist
Mar 2010 - Dec 2012
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.
2008 - 2009
~1 yr
Financial Service Consultant
Wells Fargo Advantage Funds
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 demands of the clients were met within industry guidelines
2003 - 2008
~5 yrs
Retirement Consultant
Strong Investments
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.
2000 - 2003
~3 yrs
Financial Sales Specialist
Strong Investments
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.
1997 - 2000
~3 yrs
Team & coworkers
Colleagues at Valmark Financial Group
Other employees you can reach at valmarkfg.com. View company contacts for 154 employees →
NR
Nicole Rigsby-Cheek, Qka, Cpfa
Colleague at Valmark Financial GroupTwinsburg, Ohio, United States
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RA
Richard Arceci
Colleague at Valmark Financial GroupAkron, Ohio, United States
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OR
Olivia Robinson
Colleague at Valmark Financial GroupGirard, Ohio, United States
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RV
Ryan Volcansek
Colleague at Valmark Financial GroupGreater Cleveland, United States
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LD
Laura Deluca
Colleague at Valmark Financial GroupStreetsboro, Ohio, United States
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PJ
Phil Jackson, Cfp®
Colleague at Valmark Financial GroupAkron, Ohio, United States
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LM
Lydia Martha
Colleague at Valmark Financial GroupAkron, Ohio, United States
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NP
Neil Petkovic
Colleague at Valmark Financial GroupAkron, Ohio, United States
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SK
Stephen Kichka
Colleague at Valmark Financial GroupAkron, Ohio, United States
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DB
Dan Berzinskas
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
Nicole Rigsby-Cheek, Qka, Cpfa
Colleague at Valmark Financial GroupTwinsburg, Ohio, United States
View →
RA
Richard Arceci
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
OR
Olivia Robinson
Colleague at Valmark Financial GroupGirard, Ohio, United States
View →
RV
Ryan Volcansek
Colleague at Valmark Financial GroupGreater Cleveland, United States
View →
LD
Laura Deluca
Colleague at Valmark Financial GroupStreetsboro, Ohio, United States
View →
PJ
Phil Jackson, Cfp®
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
LM
Lydia Martha
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
NP
Neil Petkovic
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
SK
Stephen Kichka
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
DB
Dan Berzinskas
Colleague at Valmark Financial GroupAkron, Ohio, United States
View →
1 education record
Kevin Gundrum education
FAQ
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 Nicole Rigsby-Cheek, Qka, Cpfa, Richard Arceci, Olivia Robinson, Ryan Volcansek, and Laura Deluca.
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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