Kevin Reilly Email & Phone Number
Chief Financial Officer and Head of M and A @ Parkwoods Wealth Partners
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Kevin Reilly Location
- Charlotte, NC, US
Kevin Reilly Work
- Chief Financial Officer and Head of M and A @ (June 2025 - Present)
- Consultant @ (September 2023 - June 2025)
- Vice President @ (January 2023 - August 2023)
- Regional Director and Manager @ (March 2018 - January 2023)
- Senior Associate @ (August 2016 - March 2018)
- Associate | M and A Investment Banking (Exclusive Sales Group) @ (July 2015 - August 2016)
- Assistant Vice President | Prime Brokerage @ (September 2009 - July 2013)
- Associate | Business Development @ (June 2006 - September 2009)
- Summer Legal Intern @ (June 2005 - August 2005)
- Assistant Loan Analyst @ Union State Bank (June 2004 - August 2004)
Kevin Reilly Education
- Columbia Business School
Master of Business Administration (MBA) (Finance)
2013-2015 - Boston College
B.A. (English, Philosophy)
2002-2006
Kevin Reilly Skills
- Management Consulting
- Mergers & Acquisitions (M&A)
- Strategic Planning
- Succession Planning
- Compensation Planning
- Institutional
- Prime Brokerage
- Asset Management
- Equities
- Financial Services
- Mutual Funds
- Series 7
- Fixed Income
- Securities
- Alternative Investments
- Series 63
- Hedge Funds
- Options
- Trading
- Equity Research
- Business Development
- Investment Banking
- Bloomberg
- Communication
- Mindfulness
- Social Inclusion
- Talent Management
- Teamwork
- Food
- Sales
- Analysts
- Strategy
- Customer Service
- Management
- Portfolio Managers
- Project Management
- Loans
Kevin Reilly Summary
- Kevin Reilly, based in Charlotte, NC, US, is currently a Chief Financial Officer and Head of M and A at Parkwoods Wealth Partners, LLC. Kevin Reilly brings experience from previous roles at Advisor Growth Strategies LLC and Dimensional Fund Advisors. Kevin Reilly holds a 2013 - 2015 Master of Business Administration (MBA) in Finance @ Columbia Business School. With a robust skill set that includes Management Consulting, Mergers & Acquisitions (M&A), Strategic Planning, Succession Planning, Compensation Planning and more. Kevin Reilly has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Parkwoods Wealth Partners Employees
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Eddy Lux
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Ted Goodyear
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Jay Bumbalough
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