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    Kevin Adams

    Principal, Technology

    Kevin P. Adams is a senior technology executive currently serving as the Principal and Head of Digital at Edward Jones.2 He has extensive experience in the financial services industry, specializing in technology solutions and digital transformation.

    Adams has held several high-profile positions throughout his career:

    1. At Edward Jones since 2021, initially as General Partner, Technology, and now as Principal, Digital.2
    2. Senior Vice President and Head of Wealth Management Technology at Raymond James from 2017 to 2021.2
    3. Managing Director of Global Wealth Management Technology at UBS from 2013 to 2017.2
    4. Senior Vice President and Head of Investment Management Technology at Franklin Templeton Investments from 2006 to 2013.2
    5. Vice President of Wealth Management Technology at Merrill Lynch from 1997 to 2005.2

    Adams is known for his expertise in platform consolidation, data management, and modernizing legacy systems in the wealth management sector.1 He has been involved in several large-scale technology projects and has valuable insights on the challenges and best practices in implementing new platforms and managing data in financial services firms.1

    In his current role at Edward Jones, Adams is responsible for the firm's technology initiatives, focusing on digital transformation and modernizing the century-old company.3 He is recognized for his collaborative management style and his ability to lead global teams in designing and engineering technology solutions.

    Highlights

    Mar 24 · youtube.com
    Modernizing a Century-Old Company with Kevin Adams ... - YouTube
    Modernizing a Century-Old Company with Kevin Adams ... - YouTube
    Jan 27 · ealthtechtoday.com
    $1 Million Worth of Platform Consolidation Advice from Kevin Adams ...
    $1 Million Worth of Platform Consolidation Advice from Kevin Adams ...

    Related Questions

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    What challenges has Kevin P. Adams faced in large-scale platform consolidations?
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    What lessons has Kevin P. Adams learned from his experience in fintech?
    Kevin Adams
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    Location

    United States