Client Services & Operations Archives - MV Financial
 

Andrea Kessler Development Director

Anabel Quintero Development Director

Mark Underwood Head of Compliance

Kedest Baharu Head of Operations & Client Services

Andrea Kessler

Development Director

Andrea Kessler joined MV Financial in February 2017 with twenty years of experience in business development for firms specialized in group health, retirement and investment services. Her main focus at MV Financial is its retirement plan services. Her additional areas of interest and expertise includes group health insurance and individual investment services. Andrea also worked for many years in the managed care and medical industries, having served as head of managed care for a federal health plan as well as...

Read More

Anabel Quintero

Development Director

In 1995, Anabel Quintero joined MV Financial and began her career in the financial services industry. Since then, she has served in a variety of capacities supporting the management of client investment objectives and risk tolerance. Leveraging nearly 20 years of experience and a broad range of skill sets, she focuses on developing and sustaining relationships with MV Financial prospects and clients. Anabel has an intuitive grasp of how to match the needs of individual and institutional investors with the...

Read More

Mark Underwood

Head of Compliance

Mark Underwood is responsible for MV Financial’s regulatory compliance processes. In his role as chief compliance officer, he keeps the firm updated and fully in step with the rapidly evolving regulatory infrastructure of the financial services industry. He also works tirelessly to ensure that both employees and clients benefit from a smooth regulatory process and a productive working relationship with the SEC and other regulators. Mark has a background in private client wealth management, which he applies to the broad...

Read More

Kedest Baharu

Head of Operations & Client Services

A 20-year veteran of MV Financial, Kedest Baharu oversees all aspects of internal operations and client service, including account management, trading and settlement, monthly and quarterly reporting, and daily troubleshooting. She is also responsible for managing relations with a variety of third-party service providers, including custodial agents and data reporting servicers. Kedest’s calm, logical approach and relentless attention to detail helps ensure smooth processes for highly complex investment operations. She believes in leading by example and is tireless in her...

Read More

Andrea Kessler

Development Director
Andrea Kessler joined MV Financial in February 2017 with twenty years of experience in business development for firms specialized in group health, retirement and investment services. Her main focus at MV Financial is its retirement plan services. Her additional areas of interest and expertise includes group health insurance and individual investment services. Andrea also worked for many years in the managed care and medical industries, having served as head of managed care for a federal health plan as well as holding senior account executive positions with several managed care companies. Her background includes medical consulting and cancer research. Andrea is an active member of the Society for Human Resource Management, HR Leadership Forum, Human Resource Association of the National Capital Area, Montgomery County SHRM, and American Society of Association Executives. For several years she also founded and ran a forum for senior HR professionals, assisting them in learning and sharing industry best practices. She is dedicated to helping employers and employees achieve optimal and cost-efficient financial and insurance services. Andrea received her Bachelors degree in biology from the University of Rochester. She is also a graduate of the prestigious Bronx High School of Science in New York City.

Anabel Quintero

Development Director
In 1995, Anabel Quintero joined MV Financial and began her career in the financial services industry. Since then, she has served in a variety of capacities supporting the management of client investment objectives and risk tolerance. Leveraging nearly 20 years of experience and a broad range of skill sets, she focuses on developing and sustaining relationships with MV Financial prospects and clients. Anabel has an intuitive grasp of how to match the needs of individual and institutional investors with the firm’s in-house asset management capabilities. Anabel is fluent in Spanish, and an active participant in multiple bilingual organizations in the metropolitan Washington DC area. Since 2010, she has served as Secretary and sat on the board of the Uruguayan-American Foundation. Anabel is also involved with Team Network as a team captain and group founder. She is a member of the Greater Washington Hispanic Chamber of Commerce, Greater Bethesda Chevy Chase Chamber of Commerce, Business Owner Network, Catholic Business Network and BCC Rotary Club. Anabel holds a B.A. in Economics from the University of Maryland, where she was a member of Omicron Delta Epsilon, an economics honor society.

Mark Underwood

Head of Compliance
Mark Underwood is responsible for MV Financial’s regulatory compliance processes. In his role as chief compliance officer, he keeps the firm updated and fully in step with the rapidly evolving regulatory infrastructure of the financial services industry. He also works tirelessly to ensure that both employees and clients benefit from a smooth regulatory process and a productive working relationship with the SEC and other regulators. Mark has a background in private client wealth management, which he applies to the broad range of specialist planning and analytical functions he fulfills at MV Financial. He is also a member of the firm’s investment committee. Prior to joining MV Financial, Mark worked in the Private Client Services group at Arthur Andersen. During this time, he gained valuable experience assisting high-net-worth clients in the areas of investment management, financial planning, and tax planning and preparation. Mark has been a part of the MV Financial team since 2002. Mark holds a B.S. in Finance from Virginia Tech University.

Kedest Baharu

Head of Operations & Client Services
A 20-year veteran of MV Financial, Kedest Baharu oversees all aspects of internal operations and client service, including account management, trading and settlement, monthly and quarterly reporting, and daily troubleshooting. She is also responsible for managing relations with a variety of third-party service providers, including custodial agents and data reporting servicers. Kedest’s calm, logical approach and relentless attention to detail helps ensure smooth processes for highly complex investment operations. She believes in leading by example and is tireless in her efforts to provide high-quality training and mentorship to junior employees. Kedest holds a B.S. degree with honors in Business Administration and International Finance from American University.