Daniel Kelly Email
Chief Investment Officer @ Viola Private Wealth
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Daniel Kelly Location
- Sydney, NSW, AU
Daniel Kelly Work
- Chief Investment Officer @ (February 2025 - Present)
- Head of Alternative Investments and Partner @ Kelly+Partners Private Wealth (September 2023 - February 2025)
- Vice President @ (May 2022 - September 2023)
- Private Executive @ (March 2021 - May 2022)
- Private Banker @ (October 2018 - March 2021)
- Associate Private Banker @ (May 2018 - October 2018)
- Marketing Manager @ (October 2016 - March 2018)
- Home Finance Manager @ (September 2015 - October 2016)
- Personal Business Banker @ (December 2014 - September 2015)
- Personal Banker @ (June 2014 - December 2014)
Daniel Kelly Education
- Macquarie University
Bachelor of Psychology (Psychology)
2011-2013 - Australian Instiute of Music 2009-2011
- CFA Institute
Chartered Financial Analyst
Daniel Kelly Skills
- Banking
- Business Relationship Management
- Customer Service
- Financial Services
- General Insurance
- Investment Advisory
- Managed Funds
- Management
- Marketing
- Marketing Management
- Marketing Strategy
- Microsoft Office
- Microsoft PowerPoint
- Mortgage Lending
- Portfolio Management
- Psychology
- Relationship Management
- Risk Management
- Sales
- Sales Trainings
- Superannuation
- Teamwork
- Time Management
- Wealth Management
Daniel Kelly Summary
- Daniel Kelly, based in Sydney, NSW, AU, is currently a Chief Investment Officer at Viola Private Wealth. Daniel Kelly brings experience from previous roles at Kelly+Partners Private Wealth, Credit Suisse and Westpac. Daniel Kelly holds a 2011 - 2013 Bachelor of Psychology in Psychology @ Macquarie University. With a robust skill set that includes Banking, Business Relationship Management, Customer Service, Financial Services, General Insurance and more.
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