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Kevin Price

Kevin price

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location of Kevin PriceBirmingham, Alabama, United States
Phone number of Kevin PriceView Mobile No.
Followers of Kevin Price1000 followers

  • Timeline

  • About me

    Founder and CIO

  • Education

    • The wharton school

      2017 - 2019
      Master of business administration - mba

    • Dartmouth college

      2011 - 2014
      Bachelor of arts (b.a.) history with economics

      Activities and Societies: Dartmouth Undergraduate Veterans Association, Football Team Relevant coursework:Microeconomics (Econ 21)Financial Markets and Intermediaries (Econ 26)Accounting (Tuck)Competition and Strategy (Econ 25)Urban and Land Use Economics (Econ 038)The Price System (Econ 001)American Econ&Business History (Hist 030)Principles of Marketing (Tuck)

    • Valencia college

      2010 - 2011
      Transferred to dartmouth biology, general 3.9

      Activities and Societies: Phi Theta Kappa

  • Experience

    • Ranger

      Sept 2001 - Jan 2008
      Army

      Squad Leader

    • That's amoré

      Apr 2008 - Sept 2010
      Owner

    • Xe

      Jan 2009 - Jan 2010
      Mentor

    • Dartmouth college

      Sept 2011 - Jun 2014
      Student

      Studied History, Economics, Pre-Health courses

    • Highland capital management, l.p.

      Jun 2014 - May 2015
      Consultant

    • Northrop grumman corporation

      Jun 2015 - Jun 2016
      Consultant

    • John hancock investments

      Sept 2016 - Aug 2017
      Consultant

    • The wharton school

      Aug 2017 - May 2019
      Mba

      - Finance major

    • Wells fargo securities

      Jun 2018 - Aug 2018
      Investment banking

    • Wells fargo securities

      Aug 2019 - Nov 2020
      Investment banking

      Leveraged Finance

    • Southern oak capital

      Nov 2020 - now
      Founder and cio

      - Private credit secondaries- High yield and leveraged loan- CRESouthern Oak Capital, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Southern Oak Capital, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Southern Oak Capital, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. Show less

  • Licenses & Certifications

    • Series 63

      Financial industry regulatory authority (finra)

    • Series 7

      Financial industry regulatory authority (finra)