Kevin Finnerty
About Kevin Finnerty
Kevin Finnerty is a Prime Brokerage Sales professional at Jefferies in New York, with extensive experience in account management and risk roles at Bank of America Merrill Lynch.
Current Role at Jefferies
Kevin Finnerty has been working at Jefferies as a Prime Brokerage Sales professional since 2017. He is based in New York, New York. With substantial experience in account management and risk assessment from his previous roles, he brings a wealth of knowledge to his current position. In this role, he is responsible for providing prime brokerage services to clients, leveraging his extensive background in the financial industry.
Previous Experience at Bank of America Merrill Lynch
Kevin Finnerty had a significant tenure at Bank of America Merrill Lynch with various roles. From 2016 to 2017, he served as Director of Account Management in New York. Before that, he held the position of VP of Account Management from 2012 to 2016, focusing on managing client accounts and ensuring service excellence. Furthermore, he was the VP of Risk from 2012 to 2013, concentrating on risk evaluation and mitigation strategies. Additionally, he was the AVP of Margin & Risk from 2007 to 2013 in the Greater New York City area, where he was responsible for overseeing margin requirements and risk management.
Role at Commerce Bank
Kevin Finnerty began his financial career at Commerce Bank as a Credit Analyst from 2005 to 2007. During this period, he gained valuable experience in credit analysis and financial assessment. This role laid the foundation for his subsequent positions in the financial industry, providing him with essential skills in evaluating creditworthiness and assessing financial risks.
Educational Background
Kevin Finnerty holds a Bachelor's degree in Accounting and Finance from Fairfield University, where he studied from 2000 to 2004. This educational background provided him with a solid foundation in financial principles, accounting practices, and quantitative analysis, which have been critical in his professional roles in the financial sector.