Managing Director
Current
Jun 2024 - Present
AeroLeads people directory · profile
Kevin O'Brien Email & Phone Number
Managing Director
at
BMO Capital Markets
2 work emails found
@zepponi.com
2 phones found area 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Portland, Oregon, United States
Company size
Who is Kevin O'Brien? Overview
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Quick answer
Kevin O'Brien is listed as Managing Director at BMO Capital Markets, a company with 4578 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at zepponi.com, phone signal with area code 415, and a matched LinkedIn profile for Kevin O'Brien.
Kevin O'Brien previously worked as Board Advisor at Cascade Spirits and Partner at Zepponi & Company. Kevin O'Brien holds Bba, Accounting from University Of Portland.
Company email context
Email format at BMO Capital Markets
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{first}.{last}@zepponi.com
89% confidence
AeroLeads found 2 current-domain work email signals for Kevin O'Brien. Compare company email patterns before reaching out.
Profile bio
About Kevin O'Brien
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."
Listed skills include Financial Analysis, Due Diligence, Financial Modeling, Valuation, and 32 others.
Current workplace
Kevin O'Brien's current company
Company context helps verify the profile and gives searchers a useful next step.
Bmo Capital Markets
8 roles · 22 years
Kevin O'Brien work experience
A career timeline built from the work history available for this profile.
Board Advisor
CurrentCascade 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.
2020 - Present
~6 yrs 5 mos
Partner
Zepponi & 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.
2015 - Jun 2024
Lecturer, Global Executive Mba In Wine Business
Created and taught curriculum for Executive MBA students covering topics related to growth by innovation, growth by partnership, and growth by acquisition.
2019 - 2023
~4 yrs
Board Member
Maybelle 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.
2017 - 2022
~5 yrs
Director - Business Advisory
Irvine & 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.
2012 - 2015
~3 yrs
Associate
GESD 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.
2008 - 2011
~3 yrs
Sr. Associate - Financial Management & Analysis Advisory
Senior 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.
2004 - 2008
~4 yrs
Team & coworkers
Colleagues at BMO Capital Markets
Other employees you can reach at bmocm.com. View company contacts for 4578 employees →
BB
Betsy Barton
Colleague at Bmo Capital MarketsBuffalo, New York, United States, United States
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PK
Philip Kim
Colleague at Bmo Capital MarketsSan Francisco Bay Area, United States
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BS
Baranowski, Stephen
Colleague at Bmo Capital MarketsGreater Chicago Area, United States
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NC
Nick Chan, Cfa
Colleague at Bmo Capital MarketsToronto, Ontario, Canada, Canada
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JW
Jared Walsh
Colleague at Bmo Capital MarketsUnited States, United States
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BR
Barbara Richter
Colleague at Bmo Capital MarketsFranklin, Wisconsin, United States, United States
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EP
Eric Pinnix, Cfa
Colleague at Bmo Capital MarketsCalgary, Alberta, Canada, Canada
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RW
Robert Wojtczak
Colleague at Bmo Capital MarketsStaten Island, New York, United States, United States
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SK
Sultan Khalid
Colleague at Bmo Capital MarketsMilton, Ontario, Canada, Canada
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LC
Lucas Cohen, Cfa
Colleague at Bmo Capital MarketsNew York, New York, United States, United States
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Betsy Barton
Colleague at Bmo Capital MarketsBuffalo, New York, United States, United States
View →
PK
Philip Kim
Colleague at Bmo Capital MarketsSan Francisco Bay Area, United States
View →
BS
Baranowski, Stephen
Colleague at Bmo Capital MarketsGreater Chicago Area, United States
View →
NC
Nick Chan, Cfa
Colleague at Bmo Capital MarketsToronto, Ontario, Canada, Canada
View →
JW
Jared Walsh
Colleague at Bmo Capital MarketsUnited States, United States
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BR
Barbara Richter
Colleague at Bmo Capital MarketsFranklin, Wisconsin, United States, United States
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EP
Eric Pinnix, Cfa
Colleague at Bmo Capital MarketsCalgary, Alberta, Canada, Canada
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RW
Robert Wojtczak
Colleague at Bmo Capital MarketsStaten Island, New York, United States, United States
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SK
Sultan Khalid
Colleague at Bmo Capital MarketsMilton, Ontario, Canada, Canada
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LC
Lucas Cohen, Cfa
Colleague at Bmo Capital MarketsNew York, New York, United States, United States
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1 education record
Kevin O'Brien education
FAQ
Frequently asked questions about Kevin O'Brien
Quick answers generated from the profile data available on this page.
What company does Kevin O'Brien work for?
Kevin O'Brien works for BMO Capital Markets.
What is Kevin O'Brien's role at BMO Capital Markets?
Kevin O'Brien is listed as Managing Director at BMO Capital Markets.
What is Kevin O'Brien's email address?
AeroLeads has found 2 work email signals at @zepponi.com for Kevin O'Brien at BMO Capital Markets.
What is Kevin O'Brien's phone number?
AeroLeads has found 2 phone signal(s) with area code 415 for Kevin O'Brien at BMO Capital Markets.
Where is Kevin O'Brien based?
Kevin O'Brien is based in Portland, Oregon, United States while working with BMO Capital Markets.
What companies has Kevin O'Brien worked for?
Kevin O'Brien has worked for Bmo Capital Markets, Cascade Spirits, Zepponi & Company, Sonoma State University, and Maybelle Center For Community.
Who are Kevin O'Brien's colleagues at BMO Capital Markets?
Kevin O'Brien's colleagues at BMO Capital Markets include Betsy Barton, Philip Kim, Baranowski, Stephen, Nick Chan, Cfa, and Jared Walsh.
How can I contact Kevin O'Brien?
You can use AeroLeads to view verified contact signals for Kevin O'Brien at BMO Capital Markets, including work email, phone, and LinkedIn data when available.
What schools did Kevin O'Brien attend?
Kevin O'Brien holds Bba, Accounting from University Of Portland.
What skills is Kevin O'Brien known for?
Kevin O'Brien is listed with skills including Financial Analysis, Due Diligence, Financial Modeling, Valuation, Start Ups, Mergers And Acquisitions, Management, and Leadership.
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