Dean Kelliher has over 15 years experience in investment operations. His role at Revzon Consulting includes client and vendor relations, recordkeeping, tax, and trust accounting.
Dean has been with Revzon Consulting for eight years. Prior to Revzon Consulting, Dean worked in Retirement Plan Services at both Putnam Investments and Mercer.
He holds a Bachelor of Science Degree in Finance from Bridgewater State College and a Master of Science in Financial Planning from Bentley College. Dean has held the CFP Certified Financial Planner designation.
Dean lives with his wife and three children and enjoys coaching soccer, golfing, and running a charity golf tournament raising scholarship money for a local high school.
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