Kevin O Email & Phone Number
Financial Advisor, Managing Director @ Merrill Lynch
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Kevin O Location
- Rolling Hills Estates, CA, US
Kevin O Work
- Financial Advisor, Managing Director @ (September 2024 - Present)
- Executive Director, Senior Portfolio Mgt Director, Alternative Inv Director, Financial Advisor @ (July 2015 - September 2024)
- Account Vice President, Portfolio Manager, Financial Advisor @ (December 2008 - July 2015)
- Financial Advisor @ (December 2007 - December 2008)
Kevin O Education
- Columbia University School of Industrial Engineering and Operations Research
Education for the CPM® designation
2017-2018 - Pepperdine University 2006-2008
- UCLA 1999-2003
Kevin O Summary
- Kevin O, based in Rolling Hills Estates, CA, US, is currently a Financial Advisor, Managing Director at Merrill Lynch Wealth Management. Kevin O brings experience from previous roles at Morgan Stanley Wealth Management, UBS and Morgan Stanley. Kevin O holds a 2017 - 2018 Education for the CPM® designation @ Columbia University School of Industrial Engineering and Operations Research. Kevin O has 2 emails and 4 mobile phone numbers on RocketReach.
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