Kevin O. Email and Phone Number
Kevin O. is a Financial Advisor, Managing Director at Merrill Lynch Wealth Management.
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Financial Advisor, Managing DirectorMerrill Lynch Wealth ManagementRolling Hills Estates, Ca, Us -
Managing Director, Wealth Management AdvisorMerrill Lynch 2024 - PresentRolling Hills Estates, California, United States -
Executive Director | Senior Portfolio Mgt Director | Alternative Inv Director | Financial AdvisorMorgan Stanley 2015 - 2024Long Beach, California, United States©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.CA Insurance License #0G06052NMLS#: 1418903 -
Account Vice President, Portfolio ManagerUbs 2008 - 2015Peninsula Wealth Management Group -
Financial AdvisorMorgan Stanley 2007 - 2008
Kevin O. Education Details
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Columbia University School Of Engineering And Applied ScienceCpm Certified Portfolio Manager -
Pepperdine University, The George L. Graziadio School Of Business And ManagementMaster Of Business Administration (Mba) -
University Of California, Los AngelesBachelor Of Science (B.S.)
Frequently Asked Questions about Kevin O.
What company does Kevin O. work for?
Kevin O. works for Merrill Lynch Wealth Management
What is Kevin O.'s role at the current company?
Kevin O.'s current role is Financial Advisor, Managing Director.
What schools did Kevin O. attend?
Kevin O. attended Columbia University School Of Engineering And Applied Science, Pepperdine University, The George L. Graziadio School Of Business And Management, University Of California, Los Angeles.
Who are Kevin O.'s colleagues?
Kevin O.'s colleagues are Allan Reed, Cima®, Eric Nichols, J Tansey, Gillian Sill, Bernadette Dean, Don Goodrich, Satsuma Parkpilot.
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