Bill Kelley Email
Vice President, Wealth Planner @ Fidelity Investments
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Bill Kelley Location
- San Diego, CA, US
Bill Kelley Work
- Vice President, Wealth Planner @ (March 2022 - Present)
- Financial Consultant @ (August 2019 - March 2022)
- Account Executive @ (July 2018 - July 2019)
- Financial Planning Consultant @ (July 2008 - June 2018)
- Investments Representative @ (October 2006 - June 2008)
- Private Access Client Service Specialist @ (April 2006 - September 2006)
- Financial Representative @ (January 2005 - March 2006)
- Lead Senior Fund Accounting Analyst @ (August 2000 - December 2005)
- Senior Custody Accountant @ (December 1997 - July 2000)
- Account Controller @ State Street Bank and Trust Company (Boston, MA) (August 1996 - November 1997)
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.
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