Kevin Johnson, Mba Email & Phone Number
@onecapital.com
3 phones found area 818 and 805
LinkedIn matched
Who is Kevin Johnson, Mba? Overview
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Kevin Johnson, Mba is listed as Senior Associate | Portfolio Management at One Capital Management, LLC, a with 34 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at onecapital.com, phone signal with area code 818, 805, and a matched LinkedIn profile for Kevin Johnson, Mba.
Kevin Johnson, Mba previously worked as Associate Portfolio Manager at One Capital Management, Llc and Senior Analyst at Professional Planning (Acquired By One Capital Managment, Llc). Kevin Johnson, Mba holds Master Of Business Administration, Financial Planning, 3.63 Gpa from California Lutheran University.
Email format at One Capital Management, LLC
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AeroLeads found 1 current-domain work email signal for Kevin Johnson, Mba. Compare company email patterns before reaching out.
About Kevin Johnson, Mba
Experienced Senior Analyst with a demonstrated history of working in the financial services industry. Skilled in problem solving, Microsoft Excel (Vlookups, Pivot Tables, Conditional Formatting ), LPS Desktop, teamwork, and Morningstar Office. Strong business development professional with strong analytical skills and a Master of Business Administration focused in Financial Planning from California Lutheran University.
Listed skills include Marketing, Bankruptcy, Microsoft Excel, Vlookup, and 35 others.
Kevin Johnson, Mba's current company
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Kevin Johnson, Mba work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Manager
Senior Analyst
*Created investment proposals for prospective clients*Developed financial plans for clients*Analyzed and update data within Morningstar Office*Researched and create investment lists for advisors*Ran client meeting reports for advisors*Inputted daily client trades★Successfully passed FINRA Series 7 & 66 Exams★ Created detailed investment proposals for prospective clients that resulted in multi-million dollar accounts being transferred under the management of the company
Avp; Bankruptcy Specialist
Trained & answered associates’ questions daily. Reached out regularly and worked with other lines of business. Audited loans of associates to ensure the quality and accuracy of their work. Assisted management with updates to the department’s policy and procedures to ensure they were accurate and up to date. Escalated any gaps identified within processes to upper management to mitigate risk to the company and investors.★ Escalated a process gap that prevented over 7,000 loans from being adversely affected.★ Recognized on a National All Hands call for my contributions to the Bankruptcy Department Additional duties included:● Subject Matter Expert (SME) within the department● Balancing ledgers for loans● Closing loans out of bankruptcy ● Reviewing the department’s inline QA and Corporate audit findings ● QC audit escrow remediation loans● Validating MFRs before being filed with the courts● Authorization to sign documents on behalf of Bank of America
Resident Assistant
Assisted students in the University dorm halls with daily living needs. Typical halls range from 120-130 residents with 5 Resident Assistants. Resolved roommates’ conflicts to ensure a stable living environment and enforced University policies. Created and marketed programs that contributed to residents’ educational growth and college experience.
Colleagues at One Capital Management, LLC
Other employees you can reach at onecapital.com. View company contacts for 34 employees →
Vincent Nuno
Colleague at One Capital Management, LlcWestlake Village, California, United States
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JC
John Clagett Cpwa®
Colleague at One Capital Management, LlcFort Collins, Colorado, United States
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Natalie Schlegel
Colleague at One Capital Management, LlcSan Francisco, California, United States
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ZB
Zachary Bullard, Cfp®
Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States
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DS
Dan Stridsberg
Colleague at One Capital Management, LlcLos Angeles County, California, United States
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SC
Sean Convery
Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States
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CK
Chad Kessler
Colleague at One Capital Management, LlcNewport Beach, California, United States
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HB
Hayden Barre-Henuset
Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States
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KR
Kristi Ramsey
Colleague at One Capital Management, LlcChester, Virginia, United States
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TT
Tammy Turner
Colleague at One Capital Management, LlcLompoc, California, United States
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Kevin Johnson, Mba education
Master Of Business Administration, Financial Planning, 3.63 Gpa
Bachelor Of Science, Business Administration
Frequently asked questions about Kevin Johnson, Mba
Quick answers generated from the profile data available on this page.
What company does Kevin Johnson, Mba work for?
Kevin Johnson, Mba works for One Capital Management, LLC.
What is Kevin Johnson, Mba's role at One Capital Management, LLC?
Kevin Johnson, Mba is listed as Senior Associate | Portfolio Management at One Capital Management, LLC.
What is Kevin Johnson, Mba's email address?
AeroLeads has found 1 work email signal at @onecapital.com for Kevin Johnson, Mba at One Capital Management, LLC.
What is Kevin Johnson, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 818, 805 for Kevin Johnson, Mba at One Capital Management, LLC.
Where is Kevin Johnson, Mba based?
Kevin Johnson, Mba is based in Los Angeles Metropolitan Area, United States while working with One Capital Management, LLC.
What companies has Kevin Johnson, Mba worked for?
Kevin Johnson, Mba has worked for One Capital Management, Llc, Professional Planning (Acquired By One Capital Managment, Llc), Bank Of America, and California Lutheran University.
Who are Kevin Johnson, Mba's colleagues at One Capital Management, LLC?
Kevin Johnson, Mba's colleagues at One Capital Management, LLC include Vincent Nuno, John Clagett Cpwa®, Natalie Schlegel, Zachary Bullard, Cfp®, and Dan Stridsberg.
How can I contact Kevin Johnson, Mba?
You can use AeroLeads to view verified contact signals for Kevin Johnson, Mba at One Capital Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kevin Johnson, Mba attend?
Kevin Johnson, Mba holds Master Of Business Administration, Financial Planning, 3.63 Gpa from California Lutheran University.
What skills is Kevin Johnson, Mba known for?
Kevin Johnson, Mba is listed with skills including Marketing, Bankruptcy, Microsoft Excel, Vlookup, Pivot Charts, Statistics, Auditing, and Time Management.
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