1. Kevin R. McAtamney
Current Address: 5 Royal CrestDr. Apt. 4 North Andover, MA 01845
Email: kmcatamney@cammackretirement.com
Phone: (480) 203-0279
Highly motivated individual with a BS in Business Management pursuing a Master’s in Business
Managementalong with an added focus on entrepreneurship. Firm understanding ofthe business world
due to employmentexperience.Solid understanding ofExcel, Visio,Microsoft word(83WPM), PowerPoint,
CRM. Strong leadership and presentation skills. Striving for experience in investmentanalysis.
Work Experience:
*Cammack RetirementGroup April 2015-Present
Business DevelopmentAssociate
-Supported Sales and Marketing departmentin growing brand nationally
- Assisted in data management, analysis and reporting
-Participated in prospect outreach and acquisition in the private and public sectors
-Collected knowledge ofcurrentmarketleads and researched opportunities to grow future business
*Cammack RetirementGroup August 2014-April 2015
Associate Account Manager (9 months)
- Participanteducation through one-on-one meetings regarding their retirementaccounts
-Gathered knowledge regarding ERISA and non-discrimination testing
- Reduced risk to fiduciaries with due-diligence reporting including public information that directly
affected their investment line up
- Participated in advising clientele with assets under managementin private and public sectors
totaling over $43 billion
*Campus Crossings atStar Pass,Tucson,AZ
Keystone Leasing/MKTG Agent April 2013-May2014
- Responsible for creating monthlyevents for 300+ residents (1 Year and 1 month)
- Touring and promoting the property to potential future residents
- Building monthlynewsletter for entire property to promote on companywebsite
- Proficient in lease creation for individuals signing with the property
Education:
Merrimack College/Girard School of Business January 2015-Present
Graduation: December 2015 GPA: 3.5
MS in Business Management
The University of Arizona/Eller College of MGMT
Graduation: May 2014 GPA: 3.0 August 2010-May2014
BS in Business Management
Licenses/Awards:
*Licensed Series 65
*Licensed Series 63
*Licensed Series 6 and member ofFINRA
*Licensed Insurance Agentin the state of Massachusetts
*Bloomberg Certified in Equity, Fixed Income,CommodityEssentials, and FX
*Animal AdvoCATS August 2010-May 2011
-Head of the volunteer committee
-Responsible for preparing activities for animal shelters in Tucson,AZ
*Academic Dean’s List: November 2010
References:
Upon Request