Kevin McKinney

Wealth Management Assistant at LifeTime Asset Management and LifeTime Tax Management
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Location
Raleigh, North Carolina, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Assistant
      • Jun 2023 - Present
    • United States
    • Banking
    • 700 & Above Employee
    • Intern
      • 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.

    • Germany
    • 1 - 100 Employee
    • Meat Clerk
      • 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.

    • United States
    • Book and Periodical Publishing
    • Store Assistant
      • 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.

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Dining Services
      • 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.

    • United States
    • Philanthropic Fundraising Services
    • Farm Assistant
      • 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

Education

  • Virginia Tech
    Business, Financial Planning and Services
    2019 - 2023
  • Spotswood High School
    2015 - 2019

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