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Kevin Francis possesses a solid background in finance and client relationship management, currently serving as an Overlay Support Specialist at Envestnet, Inc. since April 2023. Previously, Kevin held the position of Portfolio Specialist at the same company and worked as a Client Relationship Associate at both Trinity Financial Partners and Vanguard from December 2021 to May 2023. Additionally, Kevin gained valuable experience as an intern at Legacy Planning Partners from October 2020 to December 2021. Kevin earned a Bachelor's degree in Finance from West Chester University of Pennsylvania, having also attended Bloomsburg University of Pennsylvania from 2018 to 2019.