Curtis Kelley Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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Curtis Kelley Location
- Wellesley, MA, US
Curtis Kelley Work
- 2016 -now Vice President Financial Consultant @
- 2014 -2016 Financial Consultant @
- 2014 -2014 Investment Representative @
- 2013 -2014 Sales Manager @
- 2008 -2014 Investment Advisor Representative @
- 2006 -2008 Financial Services Intern @
Curtis Kelley Education
- Bentley University
Bachelor of Corporate Finance & Accounting
2004-2008
Curtis Kelley Skills
- PowerPoint
- Customer Service
- Research
- Management
- Portfolio Management
- Marketing
- Strategy
- Financial Planning
- Investments
- Retirement
- Economics
- Investment Advisory
- Series 7
Curtis Kelley Summary
- Curtis Kelley, based in Wellesley, MA, US, is currently a Vice President Financial Consultant at Fidelity Investments. Curtis Kelley brings experience from previous roles at Fidelity Investments and Centinel Financial Group, LLC Member of John Hancock Financial Network. Curtis Kelley holds a 2004 - 2008 Bachelor of Corporate Finance & Accounting @ Bentley University. With a robust skill set that includes PowerPoint, Customer Service, Research, Management, Portfolio Management and more. Curtis Kelley has 2 emails on RocketReach.
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