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Kevin Drea

Relationship Manager
Dallas, TX, US

Tel: +1 214 8635075

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Professional Designations

  • FINRA and SEC License (inactive)
  • FINRA Series 6: Investment Company Products/Variable Contracts Representative
  • FINRA Series 7: General Securities Representative
  • FINRA Series 63: Uniform Securities Agent State Law Exam

Education

  • BA, Communications & Philosophy, Stonehill College, Easton, MA
  • MBA , Finance, Suffolk University, Sawyer School of Business, Boston, MA

Current Responsibility

Kevin Drea is a relationship manager and defined contribution plan consultant with Milliman’s Employee Benefits Administration Practice. He is responsible for the client management and administration of daily valued plans. He joined the firm in 2019.

Experience

Kevin has more than 21 years of broad consulting and recordkeeping experience in both the retirement plan and financial services industries. Within the retirement plan space, he has focused on client relationship management for the last 16 years, building upon his experience in operations, compliance, and employee education.

Prior to joining Milliman, Kevin worked in the retirement services businesses at MassMutual and MFS Retirement Services.

  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman