What is Kevin Beard email address?

Kevin Beard's primary email address is ***********@atriawealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kevin Beard work for?

Kevin Beard is a Chief Growth Officer and Founding Partner, Atria Wealth Solutions at Atria Wealth Solutions, a company specializing in Functions related to depository banking.

Where Kevin Beard graduated from?

Kevin Beard holds a degree in Business from Cleveland State University.

How can I directly contact Kevin Beard?

To contact Kevin Beard directly, you can use the email address ***********@atriawealth.com. Complete contact information is available upon registration with Muraena.

Who is Kevin Beard?

Kevin Beard is a seasoned executive with over 20 years of experience in the independent broker-dealer industry, currently serving as the Chief Growth Officer at Atria Wealth Solutions. He co-founded Atria to innovate wealth management solutions, aiming to empower financial advisors with cutting-edge tools and services. His previous roles include Executive Vice President at AIG Advisor Group, where he crafted acquisition strategies and led a successful recruiting team. Kevin's entrepreneurial spirit is evident from his founding of two companies, focusing on investment distribution and consulting. His extensive expertise spans various financial domains, including asset management, retirement planning, and strategic financial development. Kevin's leadership is characterized by his ability to adapt to the rapidly changing financial landscape, ensuring that his organizations remain competitive and relevant. He is passionate about creating tailored solutions that meet the unique needs of high-net-worth individuals and financial advisors alike. With a strong background in mergers and acquisitions, Kevin is a key player in driving growth within the wealth management sector.