Kevin Rubin

Principal, Banking & Financial Services

Kevin is an engaged Solutions-oriented Project Manager offering a strong balance between business savvy and technical capabilities. With 25+ years of experience in financial services, he drives organizational growth, delivers cost savings, and implements business strategies for process improvement and elimination of waste. Kevin has a unique ability to communicate with Developers, Management, vendors and Clients equally well. He leverages hands-on experience and expertise in Business Banking, Commercial lending, Treasury Services/Cash Management, Syndications and Project management to lead enterprise-wide business transformation.

Kevin has served as COO, Commercial Lending and for Treasury Services while at BOK Financial. He was responsible for managing Credit Training, Salesforce.com, leading business transformation initiatives, and served as the Commercial banking designee to review and prioritize technology investments.

Service Expertise

Insights

Areas of Expertise

Business Growth
Strategic Team Leadership
Business Transformation
Root Cause Analysis and Business Problem Solving
Six Sigma Blackbelt

Previous Experience

BOK Financial, COO Commercial Lending, COO Treasury Services, Director Process Improvement
Commerce Bank (Acquired by TD Bank) | VP Process Improvement
Merrill (previously Merrill Lynch) | Six Sigma Project Champion, Director of Loan Underwriting, Financial Consultant

Education & Certificates

Monmouth University | Master of Business Administration (MBA)
Lehigh University | Bachelor of Science, Management
Certified Six Sigma Black Belt
NASD Series 7, 63, 65