Kevin supports the sales team by managing as well as updating the CRM database, researching prospective investors, scheduling client meetings and providing general office and tech support. Before joining Thomas Capital Group, Kevin was an analyst for D’Annunzio Consulting Group where he worked directly with the client reporting team to help onboard approximately $1.9B assets under management into a new financial reporting software (Tamarac-Envestnet). He gathered historical valuations, capital call and distribution history of Private Equity Funds as well as other manually tracked securities. After completing the onboarding project, he helped implement and create a system to maintain manually tracked securities. Kevin recently graduated from the University of Washington-Tacoma in June 2019 with a BA in Business Administration-Finance.