Lessons Learned in Finance and in Life

Learning moments in a career can be successes and failures. It’s what a leader does after that really matters. Knowledge Is Power goes one-on-one with leaders in different industries to uncover these experiences.

 

How have your first bosses and mentors shaped your career?

Although some people may think back to things that they have said, Kevin Davis learned more from what they did instead.

“My second mentor was really demonstrative of the fact that you could be an incredible success in finance without necessarily being ruthless and hard-ass and taking advantage of people,” he mused. “He was a real gentleman, and he fortunately gave me the chance to grow as a person and grow the business, and I really loved those years.” – Kevin Davis

“I would say that I learned more from my bosses’ mistakes than I learned from their successes,” he reflected.

Knowledge is Power host Brandon Pfluger brings to the podcast Davis, the founder and executive director of First Workings, a nonprofit that identifies and works with talented students in New York City public high schools and connects them with internships or mentorships at large corporations.

Before turning to the nonprofit sector, however, Davis also led a long and illustrious career in finance as well. In this episode of the podcast, he shares some of the life and lessons he’s learned along the way.

“My first boss, he was a pretty tough guy. And right from the start I learned my first lesson, which was, ‘Always treat other people the way you wish yourself to be treated’,” Davis said, before he recounted one of his earliest memories of him — one that ended with a BLT sandwich to his face.

However, Davis also remembers mentors that treated him with respect. “My second mentor was really demonstrative of the fact that you could be an incredible success in finance without necessarily being ruthless and hard-ass and taking advantage of people,” he mused. “He was a real gentleman, and he fortunately gave me the chance to grow as a person and grow the business, and I really loved those years.”

Subscribe to the MarketScale Radio podcast on Spotify and Apple Podcasts for the latest lessons and insights from thought leaders and industry experts at the top of their respective fields.

Follow us on social media for the latest updates in B2B!

Twitter – @MarketScale
Facebook – facebook.com/marketscale
LinkedIn – linkedin.com/company/marketscale

Follow us on social media for the latest updates in B2B!

Image

Latest

StudentSafe
Understanding Raptor StudentSafe
April 28, 2026

In this episode of School Safety Today, host Dr. Amy Grosso speaks with Chris Noell, Chief Product Officer at Raptor Technologies, and Will Durgin, Director of Student Well-Being, about the vision behind StudentSafe and how it helps schools move from reactive responses to proactive student support. Together, they emphasize that safer schools depend on giving staff…

Read More
school safety
Going Slow to Go Fast in School Safety Leadership
April 28, 2026

In this episode of the Principles of Change podcast, presented by Raptor Technologies, host Dr. Amy Grosso talks with Tim Dykes, Assistant Principal for Culture and Climate at York Community High School in Elmhurst, Illinois. The conversation highlights how strong relationships, student voice, and steady long-term leadership can help schools build environments where people feel…

Read More
career
Closing the Education-to-Employment Gap: The Rise of the Career Center as Campus Infrastructure
April 28, 2026

Higher education is under mounting pressure to prove its value. As student debt, shifting demographics, and employer expectations reshape the landscape, institutions are being forced to rethink how they prepare students for life after graduation. At the same time, new data shows a sharp rise in internship-to-full-time hiring, with recent cohorts converting at their…

Read More
leadership
Called to Lead: Joel Allison on Faith, Risk, and the Future of Healthcare Leadership
April 27, 2026

Healthcare leadership is being redefined in real time. With the rise of AI, mounting financial pressures, and workforce burnout, executives today are operating in an environment of continuous disruption and uncertainty. In fact, industry leaders now rank workforce shortages and digital transformation among their top concerns—forcing a new kind of leadership that blends decisiveness…

Read More