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

team
When Your Team Becomes the Bottleneck
February 25, 2026

In a candid take on organizational blind spots, Mollie Gaby, Principal at CG Infinity, highlights a hard truth many leaders avoid: sometimes your biggest pain point isn’t your technology or your strategy — it’s your staff. A common red flag is resistance to change. When team members are unwilling to explore new tools, automate…

Read More
asset visibility
Diagnosing Your Capital Asset Health: Why Asset Visibility Is the New Financial Imperative in Healthcare
February 25, 2026

Hospitals and surgery centers own millions of dollars in equipment — but owning assets and having actionable visibility into them are two different things. Most systems maintain inventories, yet many struggle with outdated records, fragmented tracking, and limited insight into useful life or service contracts. With nearly half of U.S. hospitals reporting negative operating…

Read More
CFO
From Public Accounting to CFO: The Leadership Wake-Up Call
February 25, 2026

The CFO seat is being rewritten in real time. Today’s finance leaders are expected to drive growth, lead enterprise-wide systems transformations, and shape AI strategy—while still keeping the close, controls, and capital story airtight. Gartner reports that 59% of finance leaders are already using AI in the finance function, underscoring how rapidly the role is…

Read More
restorative practices
Building Safer Schools Through Restorative Practices
February 24, 2026

School Safety Today podcast, presented by Raptor Technologies. In this episode of Principals of Change, host Dr. Amy Grosso sits down with D’Jon Pitchford, Assistant Principal at Kelly Lane Middle School in Pflugerville ISD, to explore what school safety really means. Pitchford reframes safety as more than physical security—emphasizing trust, restorative practices, campus culture,…

Read More