Dean Kelliher

(877) 254-7085
info@revzonconsulting.com

Dean Kelliher
Senior Vice President, Trust Outsourcing Services

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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"We have outsourced our internal audit function to Les and his firm by way of another company. His deep, hands-on experience in the trust and investment business provides him with a uniquely clear understanding of our Company and how it should be run consistent with state law and sound fiduciary principals."

Coastline Trust Company

Robert Gaumont / Chief Investment Officer

"Les has proven expertise in the wealth management operations field. His work is accurate and timely. He develops excellent rapport with clients and service delivery is consistent with customer expectations."

SerVus Consulting Group, Inc.

John Kluttz / President

"I have known and worked with Les Revzon for over 30 years and highly recommend Les for any consulting or operational engagement involving wealth management. He is expert in every aspect of the trust and bank compliance markets. Over the past few years, Thomson Reuters has called upon Les' expertise to help us explore new ventures in Employee Benefits as well as preview and advise us on a new Workflow Management offering for wealth management organizations. But Les is not only knowledgeable in his fields of expertise. He has the skills, abilities, charisma and know-how to successfully manage complex consulting and operational engagements."

Thomson Reuters ONESOURCE Trust Tax

Art Ridolfi / Executive Sales Manager

"Les provided us invaluable assistance in our trust system conversion. His trust background and keen eye for numbers were a tremendous asset. I enjoyed working with Les and quickly discovered that his integrity and expertise would allow me to rely on the accuracy of his work and focus on other areas of the conversion."

Choate, Hall & Stewart

Peter Quigley / Trust Operations Manager

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