Bill Kelley Email
Vice President, Wealth Planner @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Bill Kelley Location
- San Diego, CA, US
Bill Kelley Work
- 2022 -now Vice President, Wealth Planner @
- 2019 -2022 Financial Consultant @
- 2018 -2019 Account Executive @
- 2008 -2018 Financial Planning Consultant @
- 2006 -2008 Investments Representative @
- 2006 -2006 Private Access Client Service Specialist @
- 2005 -2006 Financial Representative @
- 2000 -2005 Lead Senior Fund Accounting Analyst @
- 1997 -2000 Senior Custody Accountant @
- 1996 -1997 Account Controller @ State Street Bank and Trust Company (Boston, MA)
Bill Kelley Education
- Boston University - Metropolitan College
Certificate in Financial Planning
2001-2003 - Boston College
BA (Political Science, Psychology, French)
1992-1996
Bill Kelley Summary
- Bill Kelley, based in San Diego, CA, US, is currently a Vice President, Wealth Planner at Fidelity Investments. Bill Kelley brings experience from previous roles at Fidelity Investments. Bill Kelley holds a 2001 - 2003 Certificate in Financial Planning @ Boston University - Metropolitan College. Bill Kelley has 1 emails on RocketReach.
Looking for a different Bill Kelley?
Find contact details for 700 million professionals.
Others Named Bill Kelley
Bill Kelley
President and CEO
New York, NY, US
Bill Kelley
VP-Retail Sales
Perrysville, OH, US
Bill Kelley
Vice President and Division Manager
Santa Barbara, CA, US
Bill Kelley
Director, Employees' Retirement System of Alabama
Montgomery, AL, US
Bill Kelley
Director of Booking
Fishers, IN, US
Bill Kelley
President, Global Sales
Savannah, GA, US
Bill Kelley
Sales and Use Tax Manager
Atlanta, GA, US
Bill Kelley
Chief Executive
Malibu, CA, US
Bill Kelley
Vice President, Wealth Planner
San Diego, CA, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Kevin Sweeney
President of Digital Brokerage Services
Caldwell, NJ, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co