Strategy & Finance
“You’ve got to think about big things while you’re doing small things, so that all the small things go in the right direction.”
-- Alvin Toffler (Strategist & Futurist)
Project-based and hands-on learning creates tangible value and results for businesses and other organizations and for students. Kevin has been a leader in experiential teaching strategies.
Financial Technology ("FinTech") plays an increasingly important role in the core strategies of investors, consumers, and financial services firms (like banks and insurance and investment firms).
Kevin helps organizations develop a value-driven vision of their future grounded in their core values.
Kevin has led many substantial strategic initiatives in a Fortune 100 company, and he also served on public company, private, and non-profit boards of directors as both a member and senior leader.
At the University of Hartford, Kevin is Assistant Dean of the Barney School of Business, where he leads internal and industry collaboration related to experiential learning initiatives.
Kevin has also led extensive project-based learning innovation at the Foisie Business School at Worcester Polytechnic Institute.
Kevin guides innovators as they navigate the continuously evolving world of FinTech.
He has leveraged his extensive experience in financial services and in FinTech at the University of Hartford and at Worcester Polytechnic (the FinTech Collaborative and the Wall Street/FinTech Project Center).
M&A | Alliances
Based on many years of mergers and acquisitions experience, Kevin works with organizations to plan successful corporate development initiatives that are focused and value-driven.
Entrepreneurs have led the Massachusetts and Connecticut economies in agricultural, precision engineering, high technology, bio-technology, and other areas of innovation.
Kevin has played an active, ongoing role in economic development, social enterprises, and community well-being throughout Massachusetts and Connecticut with particular focus on the Connecticut River Valley Region.
Kevin helps the organizations he advises make financially and strategically sound decisions that meet the needs of investors and other key stakeholders.
He assists firms with tools designed to evaluate potential transactions through thoughtful diligence and a clear understanding of strategic, financial, and operational goals.
Kevin integrates his work in finance, organizational strategy, economic development, and globalization with his engagement with entrepreneurs.
He provides technical support and financial insight that help local entrepreneurs drive long-term success.
Kevin leverages this experience as he partners with economic development, business, non-profit, and community leaders to create shared value through collective impact, social entrepreneurship, and experiential learning initiatives.
Kevin's community focus includes non-profits, small businesses, and social entrepreneurs.