Kevin M. Hannon, CFP®

Experience

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  Theresa Hannon Financial Group, Ltd.

  May 2012 - Jan 2014

  Financial Assistant

  • Produced PowerPoint presentations utilized in educational presentations to clients• Researched and organized client accounts in Excel spreadsheets and on a comprehensive database• Provided senior management with reports aimed at increasing revenue• Contact major financial institutions to secure client and product information to improve quality of client recommendations

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  CME Group

  May 2014 - Aug 2014

  Market Data Intern

  • Developed an analytics report for quarterly revenues for the company and its competitors• Facilitated assignment notice to over 100 customers faced with contract errors• Enhanced reporting for accounts in order to bring in lost revenue• Assisted account management team to process documents and create account efficiency• Utilized integrated software to maintain the migration process for customers switching companies

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  Jackson National Asset Management, LLC

  Jun 2015 - Jan 2016

  Mutual Fund Accountant

  • Responsible for management of mutual funds comprised of domestic and foreign equities, debt and money market securities, derivatives, and currencies in the market value of billions of dollars• Reconciled daily activities including trades, dividends, interest payments, tax reclaim receivables and corporate actions in mutual funds to ensure an accurate daily valuation for investors• Prepared monthly reconciliation reports and semi-annual SEC filings• Prevented net asset value errors by utilizing internal controls, finance, and accounting knowledge Show less

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  THFG

  Jan 2016 - Aug 2021

  Financial Planner

  • Develop and implement holistic financial plans for prospective and current clients• Proactively provide support and direction to clients through regularly scheduled meetings and need-based communication • Assess diversification strategies to meet risk tolerance of clients while limiting market risk• Provide estate, tax, and insurance planning services in coordination with respective professionals • Coordinate client educational opportunities such as webinars and interactive dinner meetings • Direct and manage operations of company to ensure accountability and efficiency Show less

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  Professional Wealth Advisors, LLC

  Aug 2021 - now

  Wealth Advisor