Vice President, Business Development Director
Kevin is responsible for business development of Millennium’s Workplace Savings Solutions. He has nearly 20 years of experience and expertise in the retirement plan and health savings marketplace.
Prior to joining Millennium Trust, Kevin was with Ascensus for 17 years. During that time, he worked extensively in sales in both the institutional and retail environments. During his Ascensus tenure, Kevin had dozens of articles published on topics related to generational savers, IRA and business retirement plan topics, and saving for healthcare.
Kevin holds the Certified IRA Services Professional (CISP) designation from the Institute of Certified Bankers, and the Certified IRA Professional (CIP) designation from the National Association of Federal Credit Unions.