Alex Kellison Email & Phone Number
President @ Heritage Capital Group
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Alex Kellison Location
- Jacksonville, FL, US
Alex Kellison Work
- 2025 -now Board Member @
- 2024 -now President @
- 2021 -now Principal @
- 2018 -2021 Director of Investment Banking Services @
- 2014 -2021 Investment Banking Analyst @
- 2010 -2014 Portfolio Manager and Financial Advisor @
- 2009 -2010 Auditor @
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 2 mobile phone numbers on RocketReach.
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Others Named Alex Kellison
Alex Kellison
President
Jacksonville, FL, US
Top Heritage Capital Group Employees
Ron Salateo
Principal | Heritage Capital Group
Ponte Vedra Beach, FL, US
Howard Serkin
Chairman Advisory Board
Jacksonville, FL, US
Alex Kellison
President
Jacksonville, FL, US
Steven Greenberg
President
Ridgewood, NJ, US
Fernando Acosta-Rua
Principal and Shareholder
Jacksonville, FL, US
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