Kevin O'Reilly Email & Phone Number

Senior Vice President @ EP Wealth Advisors

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Kevin O'Reilly Location

Phoenix, AZ, US

Kevin O'Reilly Work

2023 - now Senior Vice President @ EP Wealth Advisors
2008 - 2023 Fee-only Wealth Manager @ Foothills Financial Planning
2007 - 2008 Segment Finance Manager @ Entegris
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1999 - 2007 Regional Manager @ Intel Corporation
1997 - 1999 President @ New Reality Systems, Inc.
1996 - 1997 Chief Technology Officer @ Benetec, Inc.
1995 - 1996 Consultant @ Daugherty Systems, Inc.
1992 - 1995 Programmer Analyst @ Nuveen, a TIAA company
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1990 - 1992 Software Engineer @ Benefit Trust Life Insurance

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Kevin O'Reilly Education

Boston University
Certification (Financial Planning)
2008 - 2009
Arizona State University, W. P. Carey School of Business
MBA
2001 - 2003
Indiana University - Kelley School of Business
BS (Finance)
1986 - 1989

Elk Grove High School
1983 - 1986
Saint Viator High School
1982 - 1983

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Kevin O'Reilly Skills

Java
Financial Planning for Parents of Twins and Triplets
Asset Allocation

Investment Management
Management
Strategic Financial Planning
Investments
401k Advice
Customer Service
Retirement Planning

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Kevin O'Reilly Summary

Kevin O'Reilly, based in Phoenix, AZ, US, is currently a Senior Vice President at EP Wealth Advisors. Kevin O'Reilly brings experience from previous roles at Foothills Financial Planning, ATMI, Inc., Intel Corporation and New Reality Systems, Inc.. Kevin O'Reilly holds a 2008 - 2009 Certification in Financial Planning @ Boston University. With a robust skill set that includes Java, Financial Planning for Parents of Twins and Triplets, Asset Allocation, Investment Management, Management and more. Kevin O'Reilly has 1 emails and 1 mobile phone numbers on RocketReach.

Kevin O'Reilly Emails

Found 1 emails

@epwealth.com

Kevin O'Reilly Phone Numbers

Found 3 phone numbers

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