Kerry

Kerry A. O’Shea

RP®

401-331-1575 (main) | 401-752-0585 (direct)
koshea@skwealth.com
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Kerry is a Paraplanner and also the portfolio database manager for SKWealth. She began in the financial services industry in 2001 and has a strong background working with financial advisors, as well as CPAs, providing client servicing. She participates in client meetings to assist with their planning needs, and works as part of the team to generate comprehensive financial plans that coordinate clients’ current and future goals.

Education
College for Financial Planning’s Registered Paraplanner ProgramSM
Bryant University, Business Administration Program
Katharine Gibbs School, Graduate of the Advanced Secretarial Program
Credentials
RP® – Registered Paraplanner SM
Current Professional Affiliations and Charitable and Civic Involvement
Financial Planning Association, member
Rhode Island Financial Planning Association, member
SKNOW, member