Kevin Heal

Kevin Heal is the Vice President of Sales and Business Development for the TRUST Mutual Funds where he is responsible for the sales, distribution and marketing of the firm’s family of mutual funds. He is a seasoned financial services professional with nearly three decades of proven experience in sales management and securities trading. Kevin has held senior leadership positions at many top financial and securities firms, including Deutsche Bank, Freddie Mac, BNP Paribas Securities and PaineWebber. He has managed both large and small accounts for major Wall Street institutions, created client-focused business solutions, and consulted on asset/liability modeling for depository clients. Kevin is a strategic thinker with exceptional problem solving skills and a demonstrated ability to maintain strong client relations. His strategic approach to portfolio reviews, coupled with his strong interpersonal skills make him an outstanding partner for investment management engagements and consultations.

Kevin holds a B.A. in Economics from Northwestern University, as well as FINRA license series 7, 24, and 63.


By Kevin Heal | May 19, 2015

This quarterly snapshot from TRUST Mutual Funds shows total investments at credit unions increased $14 billion since year-end 2014.

Kevin Heal, vice president of Callahan Financial Services, discusses how to use the U.S. Treasury yield curve to price loans.

By Kevin Heal | April 7, 2015

Credit unions might not be subject to CRA guidelines, but they still need to be aware of the value of CRA-eligible loans.


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By Kevin Heal | March 9, 2015

Properly pricing and managing the loan portfolio is a major driver of success for a credit union.

By Kevin Heal | Feb. 6, 2015

Rising wages, employment may be greeted by rate hikes as Fed works to direct economic harmony.


Contact Kevin Heal

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