Kevin O'Brien

Kevin O'Brien Email and Phone Number

Managing Director @ BMO Capital Markets
toronto, ontario, canada
Kevin O'Brien's Location
Portland, Oregon, United States, United States
Kevin O'Brien's Contact Details

Kevin O'Brien personal email

Kevin O'Brien phone numbers

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."

Kevin O'Brien's Current Company Details
BMO Capital Markets

Bmo Capital Markets

View
Managing Director
toronto, ontario, canada
Website:
bmocm.com
Employees:
4578
Kevin O'Brien Work Experience Details
  • Bmo Capital Markets
    Managing Director
    Bmo Capital Markets Jun 2024 - Present
    Portland, Oregon, United States
  • Cascade Spirits
    Board Advisor
    Cascade Spirits 2020 - Present
    Portland, Oregon, United States
    Cascade 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.
  • Zepponi & Company
    Partner
    Zepponi & Company 2015 - Jun 2024
    Portland, Oregon Area
    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.
  • Sonoma State University
    Lecturer, Global Executive Mba In Wine Business
    Sonoma State University 2019 - 2023
    Created and taught curriculum for Executive MBA students covering topics related to growth by innovation, growth by partnership, and growth by acquisition.
  • Maybelle Center For Community
    Board Member
    Maybelle Center For Community 2017 - 2022
    Portland, Oregon Area
    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.
  • Irvine & Company, Llc
    Director - Business Advisory
    Irvine & Company, Llc 2012 - 2015
    Portland, Or
    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.
  • Gesd Capital Partners
    Associate
    Gesd Capital Partners 2008 - 2011
    San Francisco, Ca
    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.
  • Pwc
    Sr. Associate - Financial Management & Analysis Advisory
    Pwc 2004 - 2008
    San Francisco, Ca
    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 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

Financial Analysis Due Diligence Financial Modeling Valuation Start Ups Mergers And Acquisitions Management Leadership Financial Reporting Private Equity Project Management Analysis Cash Flow Forecasting Investments Portfolio Management Finance Us Gaap Gaap Team Leadership Team Building Business Planning Process Improvement Mergers Business Strategy Corporate Finance Business Valuation Strategic Financial Planning Corporate Development Forecasting Cash Flow Managerial Finance Cpa Business Process Financial Statements Business Plan Formulation Business Plan Evaluation

Kevin O'Brien Education Details

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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