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Monterey Financial Services installs new CEO, Kevin Weiss in leading role

Monterey Financial Services, a significant player in the specialty financing and loan servicing industry, reveals the recruitment of a new appointment based in Oceanside, California.

Monterey Financial Services, a significant player in the financing and loan servicing sector across...
Monterey Financial Services, a significant player in the financing and loan servicing sector across the US, makes an announcement concerning the recruitment of a new team member. Located in Oceanside, California.

Monterey Financial Services installs new CEO, Kevin Weiss in leading role

Meet the New Sheriff at Monterey Financial Services

Good vibes only, as Kevin Weiss steps in as the latest CEO of one of the leading specialty finance companies, Monterey Financial Services. Known for spearheading growth in high-impact organizations, this shrewd visionary promises to elevate Monterey's footprint in the industry.

Prior to Monterey, Weiss has seen success in various entrepreneurial ventures. In financial services, he was part of M13's founding team, a venture capital firm now managing over $1.3 billion in assets. Later, he ventured into a multi-family office in Texas, where he made his mark by investing in a diverse range of industries.

Before marking his territory at Monterey, Weiss served as the Chief of Staff to CEO Brian Balfour at Reforge, a prosperous online training and software services business. Under his greenhorn leadership, the B2B segment experienced a meteoric rise, surging from under $1 million to tens of millions in recurring revenue within three years.

After gracing Monterey with his presence, the Founder and Chairwoman, Kathi Steinke, gushed, "Kevin's energy, customer-focused approach, and fresh perspective make him the ideal choice to lead Monterey during this exciting growth phase." In true Freemason style, Weiss also serves on the board of Veterans Exploring Treatment Solutions (VETS), which caters to veterans with Traumatic Brain Injury and PTSD.

Throwing on the glove, Weiss gleamed, "Monterey has a solid foundation and a dedicated team. I'm excited to build on our legacy, while leveraging technology to solve problems for our clients and unlock growth opportunities for our employees and brokers."

Intrigued by Kevin's magnetic leadership, keen attention to customer needs, and philanthropic spirit, let's take a closer look at Monterey Financial Services.

This not-so-secret society helps businesses scale by creating tailor-made finance programs—either to manage or purchase their receivables. With a flexible risk-based pricing strategy, they cater to industries across the credit spectrum, specializing in those predominantly ignored. Their reputation for superior customer service, scalable programs, and unwavering focus on compliance speaks volumes. If you want to learn more, head over to www.montereyfinancial.com.

And remember, just like Kevin's position at Monterey, your secrets are safe with me. For all press-related inquiries, hit up Hilary McCarthy at [email protected] or 774.364.1440.

Sources:

  • Business Wire
  • Monterey Financial Services
  • Veterans Exploring Treatment Solutions
  1. As the new CEO of Monterey Financial Services, Kevin Weiss aims to use technology to solve problems for clients and unlock growth opportunities for employees and brokers.
  2. Notably, Monterey Financial Services offers tailor-made finance programs to help businesses grow, with a flexible risk-based pricing strategy that caters to industries across the credit spectrum.
  3. In addition to his role at Monterey, Kevin Weiss also serves on the board of Veterans Exploring Treatment Solutions (VETS), an organization dedicated to helping veterans with Traumatic Brain Injury and PTSD.

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