Kevin Fennell
About Kevin Fennell
Kevin Fennell is a Wealth Strategy Associate at UBS Financial Services, Inc., where he has worked since 2019. He previously held positions at BDO USA, LLP and UBS Financial Services, Inc., and earned a Bachelor of Science in Business Administration and Management from the University of Southern California.
Work at UBS
Kevin Fennell has been employed at UBS Financial Services, Inc. since 2019, where he serves as a Wealth Strategy Associate. His role involves providing strategic financial advice and services to clients in the Greater San Diego Area. Prior to this position, he worked at UBS as a Registered Client Service Associate from 2017 to 2019, where he gained experience in client relations and financial services.
Previous Experience at BDO USA, LLP
Before joining UBS, Kevin Fennell worked at BDO USA, LLP as a Valuation & Business Analytics Associate from 2016 to 2017. His tenure lasted for 11 months in Los Angeles, where he focused on business valuation and analytics, contributing to the firm's financial consulting services.
Education and Expertise
Kevin Fennell studied at the University of Southern California, where he earned a Bachelor of Science (B.S.) degree in Business Administration and Management. His academic journey spanned from 2013 to 2016, providing him with a solid foundation in business principles and management strategies.
Career Progression
Kevin Fennell's career progression reflects a focus on financial services and client management. After completing his education, he began his professional journey at BDO USA, LLP, followed by a role at UBS Financial Services, Inc. His experience in both client service and wealth strategy has equipped him with the skills necessary to assist clients effectively.