Kevin Deangelis, Cfp® Email & Phone Number

St. Louis, Mo, Us

Established in 1890, Stifel is one of the nation's leading full-service wealth management & investment banking firms. Stifel's Home Office location in St Louis provides support to more than 400 offices across the United States - and ranks as one of the nation's Top 10 largest full-service investment firms in terms of number of advisors.The Wealth Planning Department works with Financial Advisors (FA's) to gather all applicable data in order to collaboratively develop financial plans for the FA's clients. The Wealth Planning Department has in-house Review & Presentation Team(s) in order to provide a structured & complete wealth planning experience from start-to-finish.In this position, I have completed over 250 Financial Plans ranging from basic analysis to complex, comprehensive plans in collaboration with advisors all around the nation. In addition, we provide support and training in response to inbound calls & requests to Stifel Financial Advisors and their team(s). The Wealth Planning Department as a whole completes well over 2,500 Financial Planning Requests per year.

Maria Callas (12/2/1923 - 9/16/1977) was an American-born Greek soprano who was one of the most renowned and influential opera singers of the 20th century. Her musical & dramatic talents led to her being hailed as “La Divina” (The Divine One). One of the lifetime partners of the Estate of Maria Callas (Victory Media) officially has been granted the exclusive rights to represent on behalf of the Estate the commercial IP rights of live recordings of complete operas that Maria performed during the 1950’s. These 65 year old audio recordings were remastered by Rafa Sardinia (a 19-Time Grammy & Latin Grammy Winning Producer/Mixer/Engineer)I was brought on by the Estate of Maria Callas in order to design, organize, & curate a digital fine art exhibition which would honor Maria’s legacy, help educate people about Maria’s life and struggles, and also to help the Estate commercialize these live recordingsThe digital fine art exhibition was titled “An Ode to Maria” & included 15 artists from 10 different countries who created 20+ bespoke pieces of digital fine art (including 3 physical paintings) utilizing excerpts of the live recordings of Maria’s performances within their artworks. Each piece of digital fine art was minted onto the Ethereum blockchain as an “NFT” in order to facilitate collectors from anywhere in the world to have the ability to purchase these works of art & in order to ensure these artworks will forever be immutable and preserved on the blockchain where anyone can view and appreciate these works of art paying homage to Maria.I was the sole person in charge of this entire project including but not limited to.. the artist selection & outreach process, curating the collection, communication between artists & the Estate, finding & negotiating strategic partnerships, facilitating the process of the artists minting their artwork on the blockchain, and the successful release of the collection in December 2023.

Indianapolis, Indiana, Us

The Indianapolis AlleyCats are one of the founding teams in the American Ultimate Disc League. The AlleyCats compete as a professional Ultimate Disc team against teams from around the country. As the Director of Corporate Partnerships, I work to form partnerships with large brands that extend beyond the borders of Indianapolis.I also was working to spearhead a campaign to onboard the Indy AlleyCats onto the blockchain with the goal to showcase the real-world use cases of Non-Fungible Tokens (NFTs) in order to help to revolutionize the way that sports utilizes Digital Assets within the framework of their pre-existing business structure.

Indianapolis, Indiana, Us

The Indianapolis AlleyCats are one of the founding teams in the American Ultimate Disc League. The AlleyCats compete as a professional Ultimate Disc team against teams from around the country.

Minneapolis, Mn, Us

Thrivent Financial is a Fortune 500, not-for-profit financial services organization that is also a member-owned fraternal benefit society operating under a chapter system, serving nearly over 2 million members nationwide. Thrivent mainly offers products and services including by not limited to; life insurance, annuities, mutual funds, disability income - as well as money management and financial planning services.My role involves serving as the Director of Financial Planning Operations for a Thrivent office that has been in business for 20+ years. In my role as Director of Financial Planning Operations, I have been directly involved in the building & systematization of the new client on-boarding operations as well as the creation and direction of service model offerings for planning clients of the firm - including writing and developing the design for the firm's custom financial planning deliverable for planning clients.In addition to my work inside the operations of financial planning, I also provide the firm with financial planning analysis & recommendations for all clients of the firm, while also ensuring that meeting follow-up tasks are completed and the proper materials are prepared for upcoming client meetings. Outside of financial planning, I also lead the investment & trading operations for the firm's managed & brokerage accounts - providing asset allocation and other account information to the lead advisor before client meetings, and placing trades for the firm. In addition to this, I run weekly reports on the brokerage operations of the firm, ensuring that all clients' accounts are constantly being looked after, and provide preliminary investment recommendations for all clients meetings.

Ameriprise Financial Services is a longtime leader in providing clients with financial advice. I worked with Watson & Associates, an independent firm located out of Downers Grove, IL. Watson & Associate's lead advisor, Phil Watson, has been recognized by Forbes on their "Best in State Wealth Advisors" list, & by Five Star Professional as a "5 Star Wealth Manager".In my role as a Financial Planning Specialist for Watson & Associates, I led both the pre-meeting prep process & the post-meeting task delegation process - providing support both as an analyst, in making financial planning recommendations & creating client-facing materials centered around educating clients on financial planning solutions, as well as providing support as back office staff in the process of tracking of new business implementation, handling all the firms paperwork, and the creation of custom internal reports used for a variety of business purposes.During my time with Watson & Associates; I led the Insurance wing of the firm - managing the analysis, design, recommendations, and implementation around all Life, Disability, & LTC policies that were discussed with clients of the firm. During my short tenure with the firm, I personally identified, designed, and provided the firm over $125,000 of new business opportunities. Additionally, I created multiple client-facing reports that were used in meetings and as part of the Financial Planning deliverable which calculated & highlighted differing insurance needs for clients.

Micro-Clean Systems Inc is a small business that operates out of Glen Ellyn, IL. Micro-Clean is a certified restoration contractor, and also works in an oversight role of facility operations at multiple properties in the Naperville Area.As the Operations Manager for MicroClean I provide analytical support to the owner & sole-proprietor of MicroClean in a consultation role with the owner over various financial and operational business decisions. The decisions include but are not limited to the matters of pricing and payroll, as well as providing research & analysis of potential new projects available for bid to the company and the operational impacts accepting these projects or not would have to the business. I also have a role with MicroClean as a Foreman where I have direct oversight responsibilities over our various job-sites and employees, making sure everything goes smoothly on a daily basis & responding to any issues that arise.

Minneapolis, Mn, Us

Ameriprise Financial Services specializes in providing financial planning to clients. I worked for an independent branch within Ameriprise as a Financial Planning Analyst for 3 Certified Financial Planners (CFP), helping them run the day-to-day operations of each of their practices, as well as professionally representing the company both internally & externally.My duties involved preparation and analysis of all weekly meeting materials for 3 Financial Planners, averaging 30 client meetings per week. I also monitored, provided analysis for, and reported on the day-to-day changes and updates to the financial plans of all 200+ financial planning clients of the firm, communicating with & providing recommendations to each Financial Planner about their clients. I also participated in the analysis & preparation of the firm's quarterly investment review, wherein we made changes to the portfolios due to various market factors. I also assisted in the design and delivery of the client deliverables which included the changes to the firm's portfolios, as well as the rationale for changes made to the portfolio. In addition to these tasks, I also controlled the organization of all client data & files, completed client trade & new business requests, as well as completed all required documentation into our CRM & online storage software. While at Ascent, I drove process improvement activities within the firm in order to help organize key, complex data through the creation of different custom reports, models & other various tools. These custom-built reports & tools were used in both a client-facing setting, as well as by the firm internally to increase efficiency and production of the practice. An example of some of these are; budgets & accounts receivable reports, future asset valuation forecasts, various payment schedules with the ability to adapt to different variables, and visually providing analysis of numerical data in order to facilitate client decision-making.

MassMutual Illinois provides financial advice to clients on the matters of insurance & investment products, specializing in Life Insurance. As an advisor for MassMutual Illinois, I managed my own financial planning practice and interfaced with clients of all ages; educating and informing them about gaps in their financial lives as well as providing collaborative financial analysis of the impact various decisions making changes could have on their future. Over this time I grew my own practice from the ground up, personally acquiring over 100 client households in my time with the firm through cold calls, prospecting, and marketing. After my first full year of production I was recognized as a top 3 young producer in my firm. In my time in this role I gained an expertise in time management thru managing the daily & weekly logistics of my sales cycle, as well as facilitating over 700 different client meetings and presentations over that span. I demonstrated the ability to take initiative, as well as showcased expert organizational skills to keep my practice running efficiently week-by-week.In fiscal year 2016 I achieved $100,000 in total sales, and was ranked 3rd among my peer group of close to 50 advisors in the Greater Chicagoland Area, gaining firm-wide recognition for my production that year. I also began assisting newer reps to the firm in running their appointments as well as helping to drive their growth.

Normal, Il, Us

I worked in the IT Department at Illinois State University as a Teachers Assistant, and taught the concepts of the Microsoft Suite (Word, Excel, Powerpoint, Access) in a 20 student, hands-on, lab setting. This has made me highly proficient with the entirety of the Microsoft Office Suite. I also worked as a lab monitor for the IT labs in off hours.

Bachelor'S Degree, Finance, General

Financial Planning And Services

High School, Ged