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Kevin Waldeck

Kevin Waldeck

Vice President, Overland Express Mutual Funds

Followers of Kevin Waldeck1000 followers
location of Kevin WaldeckSan Francisco, California, United States

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  • Timeline

  • About me

    Managing Director, Global Liquidity Team

  • Education

    • University of Southern California

      1983 - 1987
      BS Business Admin. - Finance, Investments, Real Estate

  • Experience

    • Wells Fargo Bank

      Sept 1992 - Sept 1997
      Vice President, Overland Express Mutual Funds

      Fund distribution and marketing, managed internal sales and service desk

    • SEI Investments

      Sept 1997 - Oct 2004
      Regional Director, Money Managers Sales Team

      Business Development for mutual fund and hedge fund accounting, administration and distribution, brokerage, liquidity, trust and custody services.

    • Evergreen Investments

      Oct 2004 - Jun 2009
      Senior Vice President, Institutional Sales

      Business Development and Relationship Management for Institutional Liquidity Management Team at Wachovia Bank

    • Wells Fargo

      Jun 2009 - Sept 2010
      Senior Vice President, Institutional Liquidity Sales

      Business Development and Relationship Management for Institutional Liquidity Team at Wells Capital Management

    • Morgan Stanley Investment Management

      Sept 2010 - Mar 2023
      Executive Director, Global Liquidity Team

      Business Development and Relationship Management for Global Liquidity Team, Western Region

    • Invesco US

      Sept 2023 - now
      Managing Director, Global Liquidity Team

      Business Development and Relationship Management for Global Liquidity Team, Western Region

  • Licenses & Certifications

    • Alpine Coach - Level 100

      U.S. Ski and Snowboard Association
      Jan 2024

    • Series 7, 63

      FINRA
      Oct 1987