Bank of America Merrill Lynch
Kevin is Head of Workplace Financial Solutions for Bank of America Merrill Lynch. In this role, he is the executive lead for retirement legislative and public policy initiatives in Washington and leading the delivery of Workplace Solutions to the Global Commercial Bank, the Business Bank and Corporate Bank clients.
Bank of America Merrill Lynch provides financial benefit plan products and services to over five million employees and more than 35,000 corporate clients, as of December 2014. These include 401(k), defined benefit, equity and non-qualified deferred compensation plans, as well as health savings solutions.
Prior to this role, Kevin led the Institutional Retirement and Benefits Services business for Bank of America Merrill Lynch, and previously held leadership roles in both the Integrated Benefits and Plan Participant Solutions areas of the business.
During his 33 years of retirement industry experience, Kevin has also held senior management roles in client relationship management and operations for Putnam Investments, Fidelity Investments and Bankers Trust Company. Kevin is Series 7, 66 and 24 registered and earned a Bachelor of Arts degree in Political Science from Georgetown University. He is also a member of The SPARK Institute and SPARK Steering Committee. He is on the Board of Trustees of the Employee Benefit Reseach Institute (“EBRI”).