Alex Kellison Email & Phone Number
President @ Heritage Capital Group
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Alex Kellison Location
- Jacksonville, FL, US
Alex Kellison Work
- Board Member @ (February 2025 - Present)
- President @ (January 2024 - Present)
- Principal @ (January 2021 - Present)
- Director of Investment Banking Services @ (July 2018 - January 2021)
- Investment Banking Analyst @ (February 2014 - January 2021)
- Portfolio Manager and Financial Advisor @ (March 2010 - January 2014)
- Auditor @ (July 2009 - March 2010)
Alex Kellison Education
- Jacksonville University
Master of Business Administration (MBA) (Accounting and Finance)
2016-2017 - University of North Florida
Bachelor of Business Administration (B.B.A.) (Finance, Investments)
2003-2009
Alex Kellison Skills
- Financial Analysis
- Financial Modeling
- Portfolio Management
- Bloomberg Terminal
- Morningstar
- Finance
- Investment Banking
- Security Analysis
- Financial Reporting
- PowerPoint
- Microsoft Excel
- Microsoft Word
- ThomsonOne
- Asset Allocation
- Mergers & Acquisitions
- Management Consulting
- Valuation
- Equities
- Investments
- Due Diligence
- Logistics
- Audit
- Mergers and Acquisitions
Alex Kellison Summary
- Alex Kellison, based in Jacksonville, FL, US, is currently a President at Heritage Capital Group. Alex Kellison brings experience from previous roles at KIPP Jacksonville Public Schools and Heritage Capital Group. Alex Kellison holds a 2016 - 2017 Master of Business Administration (MBA) in Accounting and Finance @ Jacksonville University. With a robust skill set that includes Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg Terminal, Morningstar and more. Alex Kellison has 3 emails and 3 mobile phone numbers on RocketReach.
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Others Named Alex Kellison
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John Montgomery
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Alex Kellison
President
Jacksonville, FL, US
Steven Greenberg
President
Ridgewood, NJ, US
Matthew Green
Principal
United States
Liz Klein
Chief Marketing Officer
Florida, United States
Hannah Solomon
Principal
Jacksonville, FL, US
Daniel Edelman
Principal
Jacksonville, FL, US
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Principal and Shareholder
Jacksonville, FL, US
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