Kevin O'Reilly's Location
Phoenix, AZ, US
Kevin O'Reilly's Work
- Senior Vice President @ EP Wealth Advisors
- Fee-only Wealth Manager @ Foothills Financial Planning
- Segment Finance Manager @ Entegris
- Regional Manager @ Intel Corporation
- President @ New Reality Systems, Inc.
- Chief Technology Officer @ Benetec, Inc.
- Consultant @ Daugherty Systems, Inc.
- Programmer Analyst @ Nuveen, a TIAA company
- Software Engineer @ Benefit Trust Life Insurance
Kevin O'Reilly's 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 School1983 - 1986
- Saint Viator High School1982 - 1983
Kevin O'Reilly's 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
Kevin O'Reilly's Summary
Kevin O'Reilly, based in Phoenix, AZ, US, is currently a Senior Vice President at EP Wealth Advisors, bringing 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 contributes valuable insights to the industry. Kevin O'Reilly has 3 emails and 1 mobile phone number on RocketReach.
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