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

Higher Education
From Measuring Memory to Measuring Thinking: How Simulation-Based Learning Could Reshape Higher Education
June 15, 2026

As artificial intelligence continues reshaping the workforce, higher education faces growing pressure to demonstrate its value beyond content mastery. According to the World Economic Forum’s Future of Jobs Report, employers expect 39% of workers’ core skills to change or become outdated by 2030, while 69% identify analytical thinking as the most essential workforce skill. As…

Read More
safer HVAC chemicals
The Future of the Trades Depends on Mentorship and Industry Veterans Passing Down the Craft
June 15, 2026

Across the United States, industries are grappling with a skilled labor shortage. According to industry research, millions of trade jobs are expected to go unfilled in the coming years as experienced workers retire faster than new ones enter the field. At the same time, trade school enrollment has steadily increased. The conversation around skilled trades—once…

Read More
outlet
From Power Shopping to Place-Making: Tanger’s Stephen Yalof on the New Outlet Experience
June 15, 2026

For decades, the outlet trip had a familiar rhythm: get in the car, drive beyond the city, hunt for deals and come home with bags full of discounted finds. But that old model is giving way to something more layered. As retailers reinvest in store experiences to give consumers more reasons to visit, outlet…

Read More
career
How Relationships Build a Career, Deepen Service and Define Purpose
June 10, 2026

In a workplace still shaped by hybrid schedules, remote communication and shifting expectations around professional growth, relationships have become more than a soft skill — they are a career advantage. Gallup’s latest workplace reporting shows that global employee engagement has fallen to 20%, reflecting a broader challenge for organizations trying to keep people connected,…

Read More