Derek Kelley Email
Planning Consultant @ Fidelity Investments
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Derek Kelley Location
- Portland, ME, US
Derek Kelley Work
- Planning Consultant @ (June 2026 - Present)
- Relationship Manager @ (October 2024 - June 2026)
- Financial Representative @ (March 2024 - October 2024)
- Intern @ (June 2022 - March 2024)
Derek Kelley Education
- University of Southern Maine
Bachelor of Business Administration - BBA (Finance)
2019-2023 - Maranacook Community High School
High School Diploma
2015-2019
Derek Kelley Skills
- Analytical Skills
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Digital Marketing
- Finance
- Financial Analysis
- Financial Planning
- Leadership
- Market Research
- Marketing
- Marketing Strategy
- Microsoft Excel
- Retirement Planning
- Working with Investors
Derek Kelley Summary
- Derek Kelley, based in Portland, ME, US, is currently a Planning Consultant at Fidelity Investments. Derek Kelley brings experience from previous roles at Fidelity Investments and IIS Financial Services. Derek Kelley holds a 2019 - 2023 Bachelor of Business Administration - BBA in Finance @ University of Southern Maine. With a robust skill set that includes Analytical Skills, Client Relations, Communication, Customer Relationship Management (CRM), Customer Service and more. Derek Kelley has 1 emails on RocketReach.
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