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

robot
Robots, Revenue, and the Race for the Future: Intelligent Automation Is Powering the Next Wave of Growth
November 18, 2025

It’s hard to ignore just how quickly the world around us is changing. Packages arrive faster than ever, store shelves restock almost instantly, and behind the scenes, businesses are racing to keep up with expectations that seem to climb by the day. But as the workforce shrinks and pressure rises—including a projected shortage of…

Read More
healer
The Herban Alchemist’s Guide to Purpose, Energy, and Modern Leadership: How a Multi-Disciplinary Healer Helps High Achievers Rebuild Their Energy and Direction
November 18, 2025

As conversations about leadership and well-being continue to evolve, many high-achievers are confronting a familiar tension: they’re excelling publicly while quietly running on empty. Energy is both one of the most valuable—and most depleted—resources for many balancing ambition, impact, and personal purpose. At the same time, interest in holistic and integrative healing is surging, with…

Read More
SchoolSAFE
Inside SchoolSAFE: Takeaways from Education Leaders
November 18, 2025

School Safety Today podcast, presented by Raptor Technologies. In this special episode of School Safety Today, host Dr. Amy Grosso interviews several education and safety leaders live from the Raptor 2025 SchoolSAFE Conference. Rachael Freeman (Carrollton-Farmers Branch ISD), Jason Overbay (Sarasota County Schools), Marti Neahring (West Aurora School District), Dr. Penny Schultz (Chesapeake City…

Read More
Addison LaBonte
Meet Addison LaBonte: The Founder Who Turned a Personal Health Challenge Into a Clean Dessert Phenomenon
November 17, 2025

Ingredient awareness has officially gone mainstream, pushing clean, allergy-friendly desserts into the spotlight. The result is explosive growth in gluten-free and “better-for-you” treats as shoppers trade traditional options for products they feel good about. According to industry research, gluten-free food sales in the U.S. continue to climb year over year as more Americans discover sensitivities…

Read More