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
- Senior Vice President @ (October 2023 - Present)
- Fee-only Wealth Manager @ Foothills Financial Planning (September 2008 - October 2023)
- Segment Finance Manager @ (February 2007 - September 2008)
- Regional Manager @ (November 1999 - January 2007)
- President @ New Reality Systems, Inc. (January 1997 - January 1999)
- Chief Technology Officer @ Benetec, Inc. (January 1996 - January 1997)
- Consultant @ Daugherty Systems, Inc. (February 1995 - September 1996)
- Programmer Analyst @ (January 1992 - January 1995)
- Software Engineer @ Benefit Trust Life Insurance (January 1990 - January 1992)
Kevin O'Reilly Education
- Boston University
Certification (Financial Planning)
2008-2009 - W. P. Carey School of Business – Arizona State University
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
- 401k Advice
- 401k Rollovers
- Asset Allocation
- Financial Planning for parents of Twins and Triplets
- Investment Management
- Investments
- Planning for Multiples
- Retirement Planning
- Strategic Financial Planning
- Java
- Management
- Customer Service
- Finance
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 401k Advice, 401k Rollovers, Asset Allocation, Financial Planning for parents of Twins and Triplets, Investment Management and more. Kevin O'Reilly has 1 emails and 1 mobile phone numbers on RocketReach.
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