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 @
- 2008 -2023 Fee-only Wealth Manager @ Foothills Financial Planning
- 2007 -2008 Segment Finance Manager @
- 1999 -2007 Regional Manager @
- 1997 -1999 President @ New Reality Systems, Inc.
- 1996 -1997 Chief Technology Officer @ Benetec, Inc.
- 1995 -1996 Consultant @ Daugherty Systems, Inc.
- 1992 -1995 Programmer Analyst @
- 1990 -1992 Software Engineer @ Benefit Trust Life Insurance
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
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
- 401k Rollovers
- Finance
- Planning for Multiples
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.
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