Ken serves as Chief Technology Officer at CoastalOne, where he maintains primary ownership of all systems and data needs for the various departments at Coastal, and he also leads the CoastalOne platform development initiative. Ken assists all of our financial professionals with their technology needs, helping them maximize the efficiency of their practices and achieve their goals.
Ken joined Coastal in 2012 as a part of the Institutional Services team. Early on, he demonstrated his wizardry by developing systems for accounting and commissions, and over the years he’s been of great help to our financial professionals. Since 2017, he’s hung his hat in Coastal’s Accounting department. In 2015, Ken started his own consultancy focusing on business logic automation.
Ken attained his Bachelor of Science degree in Accounting from Smeal College of Business at Pennsylvania State University and also holds his FINRA Series 7 and Securities Industry Essentials® (SIE®) licenses.
Ken is an uncle to four boys, including a set of triplets. In his free time, he enjoys recording audio books for his nephews to listen to for their bedtime stories.