Kevin Boe, PCC

Kevin Boe, PCC

Assistant Store Manager

Followers of Kevin Boe, PCC1000 followers
location of Kevin Boe, PCCParker, Colorado, United States

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  • Timeline

  • About me

    Vice President, Regional Coaching Consultant at Fidelity Investments

  • Education

    • Udemy

      -
      Python 3 - Data Analytics
    • Udemy

      -
      Tableau 2018 + 10
    • Colorado State University-Global Campus

      2015 - 2017
      Organizational Leadership

      Focus in product management, corporate sales, and marketing.

    • Capella University

      2023 - 2026
      Bachelor's degree PSYCHOLOGY
  • Experience

    • Finish Line

      Jan 2010 - Feb 2011
      Assistant Store Manager
    • Complete Nutrition

      Feb 2011 - Feb 2013
      Store Manager

      * Hired, trained, and developed all store sales personnel which resulted in being a top performing store in the Colorado region*Performed accounting tasks for retail stores including marketing and revenue forecasting

    • Efficient Business Solutions

      Jun 2012 - Aug 2014
      Regional Sales Director

      * Created a standardized CRM and sales lead process to track efficiencies from lead development all the way through project completion* Lead all marketing efforts for Midwest region* Developed and trained sales associates and managers, while meeting personal sales goals * Performed accounting for multi state projects and co- treasurer for Colorado market

    • Charles Schwab

      Aug 2014 - Oct 2019
      • Talent and Organizational Development Manager

        Dec 2016 - Oct 2019
      • High Net Worth Specialist

        Jan 2016 - Dec 2016
      • Financial Service Representative

        Jan 2015 - Dec 2015
      • Associate Financial Service Representative

        Aug 2014 - Jan 2015
    • Fidelity Investments

      Oct 2019 - now
      • VP, Regional Coaching Consultant

        Dec 2022 - now
      • VP, Regional Planning Consultant

        Oct 2019 - Dec 2022
  • Licenses & Certifications

    • Series 66

      FINRA
    • Series 7

      FINRA
    • Professional Certified Coach (PCC)

      International Coaching Federation
      Oct 2024
    • Psychological Safety Certification

      LeaderFactor
      Nov 2023
    • Certified Master Trainer

      Association for Talent Development (ATD)
      Jun 2016
    • Coaching Essentials Facilitator

      Blanchard
    • Series 24

      FINRA
    • Series 9/10

      FINRA
    • Leadership Circle Profile Certification

      Leadership Circle
      Mar 2023
    • Certified Strengths Coach

      Gallup
      Oct 2024