Kevin McKinney
Wealth Management Assistant at LifeTime Asset Management and LifeTime Tax Management- Claim this Profile
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Experience
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LifeTime Asset Management and LifeTime Tax Management
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Assistant
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Jun 2023 - Present
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Atlantic Union Bank
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United States
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Banking
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700 & Above Employee
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Intern
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May 2022 - Aug 2022
● Collaborated with clients to provide precise answers to their financial concerns. ● Overlooked meetings for loans, account openings, and financial advice. ● Learned how to work the teller line and provided consumer banking assistance through the phone. ● Collaborated with clients to provide precise answers to their financial concerns. ● Overlooked meetings for loans, account openings, and financial advice. ● Learned how to work the teller line and provided consumer banking assistance through the phone.
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Kroger
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Germany
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1 - 100 Employee
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Meat Clerk
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May 2021 - Aug 2021
● Provided shoppers with superb customer service to promote a pleasant shopping experience. ● Carefully completed inventory counts and replenished inventory as needed. ● Cut meat for customers per requests and company guidelines. ● Provided shoppers with superb customer service to promote a pleasant shopping experience. ● Carefully completed inventory counts and replenished inventory as needed. ● Cut meat for customers per requests and company guidelines.
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GREEN VALLEY BOOK FAIR, INC.
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United States
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Book and Periodical Publishing
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Store Assistant
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Jun 2019 - Aug 2020
● Provided excellent customer service by responding to questions promptly and accurately. ● Dealt with hundreds of dollars while working the register on busy days. ● Efficiently and carefully sorted shipments received and never missed required deadlines. ● Provided excellent customer service by responding to questions promptly and accurately. ● Dealt with hundreds of dollars while working the register on busy days. ● Efficiently and carefully sorted shipments received and never missed required deadlines.
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Sunnyside Retirement Community
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Dining Services
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Jun 2018 - Oct 2018
● Used patient, caring attitude to serve over 100 residents at the dining hall. ● Took orders and delivered food to residents and guests. ● Cleaned dishes, the kitchen, and the dining area with attention to health and safety standards. ● Used patient, caring attitude to serve over 100 residents at the dining hall. ● Took orders and delivered food to residents and guests. ● Cleaned dishes, the kitchen, and the dining area with attention to health and safety standards.
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Hickory Hill Farm
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United States
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Philanthropic Fundraising Services
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Farm Assistant
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Jun 2014 - Jul 2018
-Pick Blueberries -Sort them into quarts and pints -Helped transport crops to farmers market -Pick Blueberries -Sort them into quarts and pints -Helped transport crops to farmers market
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Education
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Virginia Tech
Business, Financial Planning and Services -
Spotswood High School