Kevin O'Brien Email and Phone Number
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Kevin O'Brien is a Managing Director at BMO Capital Markets. He possess expertise in financial analysis, due diligence, financial modeling, valuation, start ups and 31 more skills. Colleagues describe him as "During his time with PwC, Kevin was a stellar performer right out of the gate. Soon after his start-date, we immediately put Kevin onto a massive Advanced Meter Initiative (AMI) implementation at one of the largest utilities in the world. This required Kevin to learn the business processes of a large electric and gas utility very quickly, learn new business process design for AMI which had never been developed before, with minimal guidance from the PwC team due to the speed of the project. Immediately he picked up the required knowledge, and was able to identify performance metrics across all impacted AMI business organizations for reporting requirements. He was well liked at the client site as he had the ability to quickly understand and provide value add thinking into their processes, all in a very compressed timeframe. There is no doubt that, during his time with PwC, he was one of the higher performers in our consulting organization. I would have him on any of my projects at any time." and "Kevin's business acumen is excellent; he backs it up with top-notch analytical and technical skills (Customer Margins, Cash Flow, Excel modeling). While Kevin worked at GESD, he was available to provide analytical and business consultation to portfolio companies like Dobake. Dobake shared him with other portfolio companies; I wish we had his assistance full-time. He was always in demand, and immediately responsive. He is a true professional and business partner."
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Managing DirectorBmo Capital Markets Jun 2024 - PresentPortland, Oregon, United States -
Board AdvisorCascade Spirits 2020 - PresentPortland, Oregon, United StatesCascade Spirits is a pioneering spirits brand house based in the Pacific Northwest. The Company was founded on quality and innovation with a keen eye on what consumers want. The Cascade Spirits brand portfolio includes Wild Roots, Broken Top, Cascade Street, Good Tide and Sun Ranch Spirits. -
PartnerZepponi & Company 2015 - Jun 2024Portland, Oregon AreaZepponi & Company is a merger and acquisition advisory firm that provides corporate finance and transaction advisory services to the global beverage alcohol industry. The firm serves a wide range of clients from family-owned businesses to global, publicly-traded beverage companies. -
Lecturer, Global Executive Mba In Wine BusinessSonoma State University 2019 - 2023Created and taught curriculum for Executive MBA students covering topics related to growth by innovation, growth by partnership, and growth by acquisition. -
Board MemberMaybelle Center For Community 2017 - 2022Portland, Oregon AreaMaybelle Center for Community is doing something unusual, but powerful – creating connection and community for people that have been isolated and ignored by society at large. Each year, we assist numerous people, helping them to connect to the community and care that helps them live better lives. -
Director - Business AdvisoryIrvine & Company, Llc 2012 - 2015Portland, OrIrvine & Company, LLC is a leading independent business advisory and CPA firm located in Portland, OR. The firm partners with businesses involved primarily in the alcoholic beverage, consumer products, agriculture, and manufacturing industries to provide innovative accounting, tax, and advisory solutions. -
AssociateGesd Capital Partners 2008 - 2011San Francisco, CaGESD Capital Partners is an investment firm based in San Francisco which makes investments in middle-market companies in the consumer, restaurant, entertainment and business services sectors. -
Sr. Associate - Financial Management & Analysis AdvisoryPwc 2004 - 2008San Francisco, CaSenior Associate within the Firm's Process Improvement / Financial Management & Analysis group. During this time I worked with multiple clients to advance their business operations by collaborating with leadership and staff.Prior to my involvement with the FM&A group I worked within the Firm's Assurance practice leading audit engagements for private companies in the food/beverage, manufacturing and real estate sectors. As part of this role I was responsible for the daily management of engagement teams consisting of multiple staff members.
Kevin O'Brien Skills
Kevin O'Brien Education Details
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Accounting
Frequently Asked Questions about Kevin O'Brien
What company does Kevin O'Brien work for?
Kevin O'Brien works for Bmo Capital Markets
What is Kevin O'Brien's role at the current company?
Kevin O'Brien's current role is Managing Director.
What is Kevin O'Brien's email address?
Kevin O'Brien's email address is ke****@****ail.com
What is Kevin O'Brien's direct phone number?
Kevin O'Brien's direct phone number is +141551*****
What schools did Kevin O'Brien attend?
Kevin O'Brien attended University Of Portland.
What are some of Kevin O'Brien's interests?
Kevin O'Brien has interest in Poverty Alleviation, Social Services, Education, Economic Empowerment.
What skills is Kevin O'Brien known for?
Kevin O'Brien has skills like Financial Analysis, Due Diligence, Financial Modeling, Valuation, Start Ups, Mergers And Acquisitions, Management, Leadership, Financial Reporting, Private Equity, Project Management, Analysis.
Who are Kevin O'Brien's colleagues?
Kevin O'Brien's colleagues are Sabrina Chen, Gabe Gottesman, Hsuanchu Lin, Angelo Di Caro, Siavash Aslanbeigi, Mary Kunka, Adrian Demian.
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