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Summarize Kevin Shea, CFA, CIPM’s background before I meet with them

Kevin Shea, CFA, CIPM

AVP, White Mountains Capital
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Kevin Shea is a knowledgeable professional with a strong educational background and extensive experience in the finance and investment industry. He studied Business with a focus on Finance and holds a Minor in Computer Information Systems from Stonehill College. Kevin has held various key positions in renowned organizations, showcasing his expertise and skills in finance and investment management.

Kevin Shea currently serves as an AVP at White Mountains Capital, where he brings valuable insights and expertise to the organization's financial strategies and operations. Prior to his current role, Kevin has contributed significantly as a Senior Investment Performance Reporting Analyst at White Mountains Advisors and previously as an Investment Performance Reporting Analyst at the same organization.

Before his time at White Mountains, Kevin Shea gained valuable experience in different financial roles such as an Investment Operations Analyst at One Beacon Insurance and a Fund Accountant at State Street Bank. These roles have equipped him with a diverse skill set and a comprehensive understanding of investment operations and performance reporting.

Kevin Shea's educational background coupled with his professional experiences positions him as a capable and proficient individual in the finance and investment industry. His contributions to various organizations highlight his expertise in financial analysis, investment reporting, and operational efficiency.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.