Notably, he was responsible for ensuring compliance with state and federal regulations related to the administration of Prudential’s Long-Term Care products. Kevin also served in the Chief Data Office, where he managed a centralized data repository utilized for financial reporting across Prudential’s U.S. Businesses.
At PTM Wealth Management, Kevin is responsible for overseeing the firm’s security policies and procedures to ensure they meet or exceed applicable compliance and regulatory standards. His role includes maintaining firm-wide compliance with existing and emerging policies—such as Business Continuity Planning, Code of Ethics, Compliance Procedures, and Cybersecurity—as well as monitoring and evaluating the performance of IT systems and infrastructure.
Kevin resides in Souderton, located in Bucks County, Pennsylvania, and enjoys playing pool, darts, and bowling in his free time. He can be reached at kevin@ptmwealth.com.