Kevin Quinn, Trustee Planning – Independent, Family or Corporate
August 9 @ 11:30 am - 1:30 pm
Kevin Quinn views his role as your trustee as being similar to a conductor by orchestrating and working with your team of financial professionals and attorneys to effectively serve you, the trust maker, and your beneficiaries, to ensure that your goals are met. His goal is to offer a fresh approach that allows each trust and beneficiary he serves to receive maximum flexibility and receptiveness to their needs.
In his career, Kevin has worked for both large corporations and small companies. As a certified Project Management Professional (PMP) he has twenty years of experience leading long term strategic multi-million dollar business and information technology projects for senior and ‘C’ level executives. As a small business owner he has operated a consulting and staffing company providing services to clients in information technology, finance and accounting and been responsible for all aspects of operations including payroll, accounting, human resources and employee relations.