Kevin Reilly, CFP®

Evaluator
DISC Type : cds

Chief Financial Officer and Head of M&A at Parkwoods Wealth Partners, LLC

Charlotte, North Carolina, United States

Overview

Kevin has no verified overview

Personality Overview

Hard To Convince

Thorough Evaluator

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Kevin has no verified topics they care about

Media Appearances

Kevin has no verified media appearances

Work History

6-2025
Chief Financial Officer and Head of M&A at Parkwoods Wealth Partners, LLC
9-2023 - 6-2025
Consultant at Advisor Growth Strategies LLC
1-2023 - 8-2023
Vice President at Dimensional Fund Advisors
3-2018 - 1-2023
Regional Director and Manager at Dimensional Fund Advisors
8-2016 - 3-2018
Senior Associate at Dimensional Fund Advisors

Education

2013 - 2015
Master of Business Administration (MBA) from Columbia Business School
2002 - 2006
B.A. from Boston College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Chief Financial Officer and Head of M&A at Parkwoods Wealth Partners, LLC
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kevin

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kevin take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kevin

Personality Compatibility


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