Kevin Scully Email & Phone Number
Chief Operating Officer @ Premier Planning Group, Inc.
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Kevin Scully Location
- Wayne, PA, US
Kevin Scully Work
- Chief Operating Officer @ (September 2026 - Present)
- Manager of Operations @ (February 2025 - September 2026)
- Senior Operations Group Manager @ (July 2022 - August 2024)
- Group Operations Manager @ (March 2020 - July 2022)
- Senior Operations Manager @ (August 2012 - March 2020)
- Corporate Actions Manager @ (January 2008 - January 2012)
- Special Situations and Operations Manager @ (January 2006 - July 2008)
- Supervisor, Trade Management @ (January 2000 - January 2006)
- Supervisor, Client Services and Orders @ (May 1999 - December 2001)
- Various Individual Contributor Roles @ (October 1995 - May 1999)
Kevin Scully Education
- Villanova University
MBA (Finance)
2001-2004 - William & Mary
BBA (Finance)
1991-1995 - LaSalle College High School
High School Diploma
1987-1991
Kevin Scully Skills
- Process Management
- Series 24
- Series 63
- Series 7
- Bloomberg
- Equities
- Investments
- Mutual Funds
- Financial Services
- Series 6
- Series 4
- Alternative Investments
- Trading
- FINRA
- Securities
- Fixed Income
- Finance
- Options
- ETFs
- Portfolio Management
- Asset Allocation
- Dividends
- Operations
- Corporate Actions
Kevin Scully Summary
- Kevin Scully, based in Wayne, PA, US, is currently a Chief Operating Officer at Premier Planning Group. Kevin Scully brings experience from previous roles at Janney Montgomery Scott LLC and PNC. Kevin Scully holds a 2001 - 2004 MBA in Finance @ Villanova University. With a robust skill set that includes Process Management, Series 24, Series 63, Series 7, Bloomberg and more. Kevin Scully has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Premier Planning Group, Inc. Employees
Kevin Scully
Chief Operating Officer
Wayne, PA, US
James Brown
Registered Investment Advisor Representative
Toledo, OH, US
Thomas Geissler
Financial Advisor
Toledo, OH, US
Dave Fazzini
Owner
Phoenixville, PA, US
Mike Polin
Co-Owner, Managing Partner, Wealth Management
Phoenixville, PA, US
Frank Hennessey
Founding Partner
Phoenixville, PA, US
Tony Butz
Partner
Cincinnati, OH, US
James Hower
Managing Partner
Philadelphia, PA, US
Mark Greim
Director of Wealth Management
Phoenixville, PA, US
Patrick Kenney
Managing Partner - Premier Planning Group
Toledo, OH, US
Laura Fazzini
Financial Services Professional
Phoenixville, PA, US
Lynna Grandas
Operations Manager
Phoenixville, PA, US
Robert Broseker
Senior Consultant
United States
Michael Polin
Managing Partner
Phoenixville, PA, US
Ghazaleh Salehabadi
Client Services Associate- Financial Services
Cincinnati, OH, US
Isabelle Szenderski
Operations Associate
Toledo, OH, US
Zach Halvonik
Financial Planner
Philadelphia, PA, US
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