Kevin Paluilis

My name is Kevin Paluilis, I am a graduate of The University of Mississippi with a bachelor's degree in managerial finance. I have been working in the financial services industry since 2014. I began my career at State Street, but have since made my way to the Denver area and obtained a role with Charles Schwab High Net Worth (Pinnacle) team. I have continued to build my career with continuous learning, relationship building and hard work. I am currently employed as a licensed associate holding series 7 and 63 licenses in an effort to assist our high net worth retail clients meet their personal financial objectives. Prior to this role I had spend 4 years with TD Ameritrade - on both the Retail and Institutional sides. I have experience in advanced operational support, trading, advisor relations and client services. To begin my career, I was selected as a member of the 2015 Advanced Leadership Program at State Street Corporation as well as the 2016 Career Development Program. I spent long periods of time working with the Client Solutions Group (an internal consulting arm of IIS), the Center for Applied Research (an independent think tank providing cutting-edge research to the investment world) and the Client Relationship Management teams. In addition to my career, my hobbies include distance running, rowing, golf and cycling. If you have any questions please contact me by email at [email protected].