Kevin joined MountainOne Investments in 2021 and brings more than 20 years of experience in the financial services industry. As Operations Manager, he oversees the operations, service, and advisor functions of the Investments division, helping to ensure a seamless client experience while maintaining regulatory compliance and adherence to industry best practices. Kevin also serves as the primary liaison with Commonwealth Financial Network, supporting the firm’s commitment to delivering high-quality investment services. Prior to joining MountainOne, Kevin held leadership positions overseeing operations, service, and sales teams across annuity and insurance services, retail investment operations, and small business retirement services. His broad industry experience and operational expertise help drive efficiency and exceptional client service across the organization. Kevin lives in Cambridge, NY with his wife and two children.
HOLIDAY NOTICE: In observance of Veterans Day, all MountainOne Bank offices will be closed Wednesday, November 11. As always, our Digital Banking services are available 24 hours a day.