Kevin G Reilly, MBA, ChFC®

Experience

• 

  Bear Stearns

  Jan 1991 - Jan 1998

  Associate Director

  Started as Financial Analyst and promoted to Associate Director over course of employment at Bear Stearns. Sourced transactions and executed M&A transactions in the Financial Institutions Group.

• 

  Digital Coast Partners

  Aug 1999 - Aug 2002

  Vice President

  Boutique investment bank focused on technology. Sourced and executed early stage financings and M&A transactions.

• 

  XenoPur/Tusaar

  May 2004 - Apr 2005

  Co-Founder

  Engineer invented technology to remove heavy metal from industrial process wastewater. I co-founded this company with the engineer and a few other executives. I was instrumental in procuring a $100,000 proof of concept grant from the University of Colorado.

• 

  DD Marketing (FORBA)

  Apr 2005 - Sept 2006

  Dir of Special Projects and Assistant to the CEO

  Served as internal investment banker (sole banker on the sell side) in the >$400 million sale of Company through a Leveraged Buyout. Also served in a Senior Operations capacity where I instituted risk management processes/evaluations for the Company.

• 

  FORBA Dental Management

  Sept 2006 - Dec 2008

  Chief Compliance Officer and SVP

  Dental Management Company focused on Medicaid Patients under the age of 21. Instituted Compliance Plan including training of 70 Dental Centers' employees (25 employees per Center). Managed risk management for Company and all Compliance Issues.

• 

  Giclee Print Net and TeraJet

  Jan 2009 - Nov 2012

  President

  Former Part-Owner in Fine Art (Digital Art) Reproduction Company.

• 

  KoruCenter

  Nov 2012 - Mar 2015

  Founder

  Founder of KoruCenter, a destination fitness company focused on the holistic approach to weight-loss and overall health. Created from the ground level this company adds the best that Colorado has to offer in the overall approach to the unfit demographic: Fitness, Nutrition, Behavior, Clinical and Ongoing Support. Focused on all aspects of launching this business.

• 

  AXA Advisors, LLC

  Apr 2015 - Jun 2020

  Financial Professional

  I worked with clients to help them identify and achieve their financial goals and objectives through personalized and customizable financial strategies. I analyzed, reviewed and implemented these financial strategies on behalf of my clients.

• 

  Equitable Advisors

  Jun 2020 - now

  Financial Professional

  I work with clients to help them identify and achieve their financial goals and objectives through personalized and customizable financial strategies. I analyze, review and implement these financial strategies on behalf of my clients.AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).