Financial institution Monterey Financial Services announces the recruitment of Kevin Weiss as its new head executive.
In sunny Oceanside, it's full steam ahead for Monterey Financial Services. The powerhouse in specialty financing and loan servicing is shaking things up with their new CEO, the dynamic and visionary Kevin Weiss. With a knack for growing businesses and a clear focus on putting customers first, Kevin's got just the recipe to turbocharge Monterey Financial Services' game.
Before Monterey, Kevin was a game-changer in the financial world, including a stint as a founding team member of M13, the venture capital firm managing over $1.3 billion in assets. His next move saw him taking on a multi-faceted role at a Texas-based multi-family office, where he invested in various industries, both in debt and equity.
Kevin's most recent gig was as Chief of Staff to CEO Brian Balfour at Reforge, an online training and software services powerhouse backed by Andreessen Horowitz and Insight Partners. Under his leadership, Reforge B2B skyrocketed from under $1 million to tens of millions in recurring revenue in just three years.
Stepping into Monterey's shoes is Shaun Lucas, who helmed the company for six years, setting the groundwork for future expansion. Kathi Steinke, Co-Founder and Chairwoman of Monterey, can't wait to see what Kevin brings to the table: "Kevin's energy, consumer-first mindset, and fresh perspective are exactly what we need as we embark on this next phase."
Outside of work, Kevin is passionate about giving back to the community, serving on the board of Veterans Exploring Treatment Solutions (VETS), the leading charity focusing on supporting Special Operations Forces (SOF) veterans dealing with Traumatic Brain Injury and Post-Traumatic Stress. His commitment aligns with Monterey's core values, injecting a spirit of compassion alongside its drive for performance.
With a strong foundation and a dedicated team, Kevin's excited to build on Monterey's legacy of creative problem solving and customer service, all the while embracing technology to take the company to new heights. He's got his sights set on leveraging tech for operational efficiency and growth, carefully orchestrating a technological transformation and operational restructuring to drive scalable and sustainable growth for employees and brokers alike.
About Monterey Financial Services
Monterey Financial Services is committed to helping businesses grow their revenues by tailoring unique finance programs to either service or purchase their receivables. With flexible risk-based pricing catering to the full credit spectrum and a keen focus on compliance, Monterey Financial Services has earned a sterling reputation for its outstanding customer service. To learn more, head over to www.montereyfinancial.com.
Contact
For media inquiries, kindly reach out to Hilary McCarthy at [email protected] or 774.364.1440.
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- Under Kevin Weiss' leadership at Monterey Financial Services, the company aims to utilize technology for operational efficiency and growth, envisioning a technological transformation and operational restructuring that will drive scalable and sustainable growth for employees and brokers alike, aligning with Monterey's commitment to performance and customer service.
- As Monterey Financial Services' new CEO, Kevin Weiss is expected to leverage his extensive experience in the financial world, having been a game-changer at M13, a Texas-based multi-family office, and Reforge, where he successfully grew the B2B sector from under $1 million to tens of millions in recurring revenue in just three years.
- Monterey Financial Services' approach to specialty financing and loan servicing is rooted in flexibility, risk-based pricing catering to the full credit spectrum, and a fervent focus on compliance, positioning the company as a trusted partner for businesses seeking to grow their revenues by tailoring unique finance programs for receivables servicing or purchase.
