Kevin Reed work email
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Kevin Reed personal email
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As CRO of Aquilance, I lead the development/execution of firm-level partnerships, advisor education, and UHNW client consultations. My team works with wirehouses, RIAs, family offices, law firms, and CPA firms to offer personal financial administration (bill pay, bookkeeping, or accounting) services to UHNW clients.Outside of my day job, I serve on Feed My Starving Children's board of directors. FMSC is a Christian nonprofit that provides nutritious meals to children and communities in need. Since 2009, we've packed and sent BILLIONS of meals (and counting) to 112 countries around the world.
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Chief Revenue OfficerAquilanceChicago, Il, Us -
Chief Revenue OfficerAquilance Sep 2024 - PresentTrumbull, Ct, Us -
Board Of DirectorsFeed My Starving Children May 2023 - PresentCoon Rapids, Mn, Us -
Member, Advisory CouncilFeed My Starving Children May 2015 - May 2023Coon Rapids, Mn, Us
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Global Head Of Channels And PartnershipsMorningstar Sep 2023 - Oct 2024Chicago, Il, UsExpanded my previous North American remit to build new revenue-generating channels and partnerships across Morningstar's global enterprise ecosystems. -
Head Of Strategic PartnershipsMorningstar Jun 2021 - Sep 2023Chicago, Il, UsBuilt the first partnerships practice at Morningstar. I led the practice from the ideation stage, to the initial pilot, and eventually to a fully functioning ecosystem. Through partnerships, my team enhanced Morningstar's software products and connected our communities of financial advisors, investors, asset managers, and fintech firms.
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Director, Wealth Management BankingBank Of America Merrill Lynch May 2020 - Jun 2021Charlotte, Nc, Us -
Director, Business PartnershipsBank Of America Merrill Lynch Feb 2015 - May 2020Charlotte, Nc, Us
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Vp, Business Partnerships ManagerBank Of America Merrill Lynch Mar 2013 - Feb 2015Charlotte, Nc, Us
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Vp, Client ManagerBank Of America Merrill Lynch Nov 2011 - Mar 2013Charlotte, Nc, Us
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Member, Board Of DirectorsLumity Mar 2013 - Mar 2017Us -
Channel Development AdvisorPnc Feb 2011 - Nov 2011Pittsburgh, Pennsylvania, Us -
Business Development OfficerPnc Nov 2007 - Feb 2011Pittsburgh, Pennsylvania, Us
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Management TraineeJpmorgan Chase & Co. Feb 2006 - Nov 2007New York, Ny, Us
Kevin Reed Skills
Kevin Reed Education Details
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University Of LouisvilleWorkforce Leadership And Development
Frequently Asked Questions about Kevin Reed
What company does Kevin Reed work for?
Kevin Reed works for Aquilance
What is Kevin Reed's role at the current company?
Kevin Reed's current role is Chief Revenue Officer.
What is Kevin Reed's email address?
Kevin Reed's email address is kr****@****msc.org
What is Kevin Reed's direct phone number?
Kevin Reed's direct phone number is +176350*****
What schools did Kevin Reed attend?
Kevin Reed attended University Of Louisville.
What skills is Kevin Reed known for?
Kevin Reed has skills like Commercial Lending, New Business Development, Executive Management, Finance, Mergers And Acquisitions, Entrepreneurship, Commercial Banking, Strategic Partnerships, Business Strategy, Strategic Thinking, Strategic Financial Planning, Creating Sales Channels.
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