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Kevin O’ConnorSenior Corporate Relationship Manager

Experience

As a senior corporate relationship manager, Kevin O’Connor serves as a liaison to affiliate firms on their journey of helping clients achieve their financial goals and dreams. With experience as a financial advisor and over 10 years’ experience in the financial services industry, Kevin brings tremendous value to his partnership with CPA firms.

As a relationship manager, Kevin facilitates on-boarding of new HKFS affiliate firms and works side-by-side with firms on areas of vision, accountability, marketing, business development, and other key areas to the firms strategic plans. He serves as a strategic business partner to firms driving best practices and innovation to create more value for their business.

Get to Know Kevin

When Kevin is enjoying his free time, you may find Kevin at the golf course, cooking, and exploring new restaurants and foods. Kevin also enjoys traveling, especially to his favorite vacation spot in northern Wisconsin. Continuing a family tradition from when he was younger, Kevin now takes his wife and children on the family vacation taking advantage of the opportunity to unplug and unwind from daily responsibilities and distractions.

Education & Certifications

Bachelor of Arts in Economics, Loras College, Dubuque, Iowa
Bachelor of Arts in Business, Loras College, Dubuque, Iowa
Accredited Asset Management Specialist

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