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

AI Infrastructure
Simplifying AI Infrastructure: From Data Center to Deployment (Part 1)
May 19, 2026

In this episode of the Flawless Execution podcast, Jeff Hudgins, VP of Global Services at UNICOM Engineering, breaks down the real-world challenges of deploying AI infrastructure at scale. As AI moves from one-off builds to repeatable global deployments, OEMs, ISVs, and enterprises face increasing complexity across design, integration, cooling, logistics, and installation. Jeff discusses how…

Read More
AI
AI-Enabled Engineering Is Changing the Rules for Talent, Skills and Workforce Readiness (Episode Two)
May 19, 2026

AI’s next workforce challenge is not adoption; it is trust, governance and role redesign. Recent PwC research found that most U.S. executives expected AI agents to drastically transform existing roles, even as fewer than half of companies using agents had fundamentally rethought their operating models or redesigned processes around them. For enterprise technology leaders, the…

Read More
AI
AI-Enabled Engineering Is Changing the Rules for Talent, Skills and Workforce Readiness (Episode One)
May 19, 2026

As AI moves from experimentation into daily enterprise workflows, companies are confronting a harder question than whether to adopt new tools: how to redesign work around them. The shift is already changing what employers need from technical talent, from task-based coding skills to systems thinking, judgment and the ability to guide AI-enabled platforms. According to…

Read More
TGR Foundation
Tiger Woods’ TGR Foundation Is Reimagining Educational Access Through STEAM, AI, and Community Partnerships
May 19, 2026

As schools across the United States continue grappling with post-pandemic learning loss, declining student engagement, and shrinking emergency funding, nonprofit organizations are increasingly stepping in to fill critical gaps. Recent national studies on literacy recovery, student engagement, and career-connected learning show that educators are facing significant post-pandemic challenges in keeping students connected to pathways that…

Read More