Director Of Investment Services@ Mooney Financial
Jacksonville, Florida, United States
Kevin Sides, CFA, CFP®
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University of Florida
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FlashIntel GPTKevin Sides, CFA, CFP(r), is a highly experienced professional with 15.8 years of work experience in investments, financial services, and portfolio management. Currently, he serves as the Director of Investment Services at Mooney Financial in the United States. Prior to this, he held positions at Merrill Edge and Merrill Lynch, where he gained expertise in wealth management, equities, and retirement planning. With a strong background in investment advisory and asset management, Kevin has a proven track record of delivering successful outcomes in the industry.
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About
Director of Investment Services at Mooney Financial
Work Experience
Director Of Investment Services
Financial Services
Kevin Sides, CFA, CFP®'s Professional Milestones
- Director Of Investment Services (2015-04-01~): Managed and executed investment projects, contributing to the company's overall financial success.
- Investment Specialist (2013-09-01~2015-04-01): Identifying and closing high-value investments, providing strategic guidance and increasing the company's equity performance.
Education
Economics
2002-2006Skill
Investments
Financial Services
Mutual Funds
Portfolio Management
Wealth Management
Equities
Retirement
Series 7
Fixed Income
Investment Advisory
Investment Strategies
Asset Management
Certification
Colleagues
Gaby Leon
Operations Manager
Other Named Kevin Sides, CFA, CFP®
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Kevin Sides, CFA, CFP®'s social media include: Linkedin,
Kevin Sides, CFA, CFP® works for Mooney Financial
Kevin Sides, CFA, CFP®'s role in Mooney Financial is Director Of Investment Services
Kevin Sides, CFA, CFP® works in the industry of Financial Services
Kevin Sides, CFA, CFP®'s colleagues are Gaby Leon
Kevin Sides, CFA, CFP®'s latest job experience is Director Of Investment Services at Mooney Financial
Kevin Sides, CFA, CFP®'s latest education in University of Florida
