Aifa Kathleen Kelly's Location
Greensboro, North Carolina, United States
Aifa Kathleen Kelly's Work
- Founding and Managing Partner @ Compass Financial Partners
- Financial Advisor @ The Financial Group
Aifa Kathleen Kelly's Education
- Wake Forest University
Bachelor Of Arts (Economics)
1991 - 1995 - Burnt Hills - Ballston Lake Senior High School
Aifa Kathleen Kelly's Skills
- Defined Benefit
- Retirement
- Defined Contribution
- Asset Allocation
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Strategic Planning
- Stewardship
- Fiduciary Governance
Aifa Kathleen Kelly's Summary
Aifa Kathleen Kelly, based in Greensboro, North Carolina, United States, is currently a Founding and Managing Partner at Compass Financial Partners, bringing experience from previous roles at The Financial Group. Aifa Kathleen Kelly holds a 1991 - 1995 Bachelor Of Arts in Economics @ Wake Forest University. With a robust skill set that includes Defined Benefit, Retirement, Defined Contribution, Asset Allocation, 401k and more, Aifa Kathleen Kelly contributes valuable insights to the industry. Aifa Kathleen Kelly has 1 email on RocketReach.
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