KEVIN T. HENRY
4430 Foote St NE 
Washington, DC 20019 
202.277.4183 
kevin.henry@rhsmith.umd.edu
EDUCATION
Robert H. Smith School of Business, University of Maryland, College Park, MD
Masters of Business Administration, Focus Area: Finance
 Leadership Fellow, Smith Office of Career Services
 Equity Research Analyst, Mayer Fund, Robert H. Smith School of Business
 Environmental Finance Center, Chesapeake Bay Fund Consulting Project
 USMF, Endowment Management Consulting Project
 VP External Relations, Smith Black MBA Association
2016
Howard University, Washington, DC
Bachelor of Science, International Business, Finance Concentration
Legacy Scholar
2008
PROFESSIONAL EXPERIENCE
Oppenheimer & Co., Washington, DC
Summer 2015
Equity Research Intern
▪ Supported senior portfolio manager by preparing weekly presentations around portfolio asset allocation, sector
weighting, and security selection for approximately $300 million of client assets based on fundamental and technical
analysis.
▪ Performed due diligence on external investment managers by tracking and monitoring manager/portfolio
performance, risk statistics, market information and appropriate benchmarks.
▪ Facilitated the RFP process by researching potential clients, investment needs, investment policy statement, risk
tolerance/sensitivity, spending policy and liquidity needs. In conjunction, developed new business opportunities via
market research, marketing outreach, attendance at networking events, and professional conferences.
PNC Financial Services, Greenbelt, MD
2009 - 2014
Licensed Financial Specialist, (2011-2014)
 Conducted financial consultations with approximately thirty clients per month to assess financial needs and recommend
customized solutions leading to a 40% increase in assets under management.
 Cultivated new client relationships and nurtured existing ones by providing consistent, proactive communication and
superior client-focused service resulting in a 95% perfect customer service rating.
 Led weekly coaching sessions for approximately seven colleagues on best practices to increase sales performance.
Collaborated with branch staff and bank partners including mortgage, business banking, and wealth management divisions
to increase and expand the internal referral network resulting in branch investment revenue growth of 85% and a 66%
increase in investment referrals from 2013 to 2014.
 Directed best practices initiative for sales processes within new PNC Investments retail delivery space while performing in
top three of licensed financial specialists in the DC, Maryland, and Virginia sales region for years 2013 and 2014.
Personal Banker, (2009-2011)
 Served as consumer lending champion for 2011; responsible for creating sales strategy, monitoring results, and providing
resources to regional sales team resulting in 110% lending to goal.
 Mentored six new hires within PNC Bank and PNC Investments; mentoring included shadowing sessions and weekly
activity reviews resulting in 25% increase in new hire sales productivity and 20% increase in new hire engagement scores
over previous year.
 Increased branch revenue 8% during year 2010 through community engagement activities and improved client experiences
measured by Gallup rating.
ADDITIONAL INFORMATION
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FINRA Licensing: Series 7, 63, 65
Maryland, Virginia, DC State Insurance Licensing: Life and Health
Black MBA Association, DC Chapter, Student Outreach Committee, Leaders of Tomorrow Mentor
CFA Institute, DC Chapter: Member
Howard University Alumni Association, Member