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Kevin Drea

QKA
Relationship Manager
Dallas, TX, US

Kevin Drea is a relationship manager and defined contribution plan consultant with Milliman’s Employee Benefits Administration Practice. As a consultant and engagement manager, Kevin is responsible for the client management and administration of daily valued plans.

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Experience

Kevin has more than 20 years of broad consulting and recordkeeping experience in both the retirement plan and financial services industries. For the last 16 years, he has focused on client relationship management, building upon more than five years of experience in operations, compliance, and employee education. Kevin has been in the retirement industry since 1997.

Prior to joining Milliman in 2019, Kevin worked in the retirement services businesses at MassMutual and MFS Retirement Services.

Professional Designations

  • Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries (ASPPA)
  • 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 and Philosophy, Stonehill College, Easton, MA
  • MBA, Finance, Suffolk University, Sawyer School of Business, Boston, MA
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