Edwin Kelly Email & Phone Number
CEO @ Specialized IRA Services
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Edwin Kelly Location
- New Mexico, United States
Edwin Kelly Work
- 2015 -now CEO @
- 2011 -2015 CEO @ The Horizon Trust Company
- 2005 -2011 Director @ The Equity Trust Company
- 2001 -2005 Regional Vice President @
Edwin Kelly Education
- Franklin University
Master of Business Administration (Banking, Business Management, Finance)
1991-1997 - Bexley High School 1989
- Ohio State University
(Finance)
Edwin Kelly Skills
- Investment Properties
- Self Directed IRA
- Retirement Planning
- Alternative Investments
- Strategic Planning
- IRAs
- Credit
- Mergers & Acquisitions
- Strategic Financial Planning
- Loans
- 401k
- Wealth Management
- Investments
- Banking
- Entrepreneurship
- Real Estate Financing
- Real Estate
- Portfolio Management
- Finance
- Retirement
- Asset Management
- Wealth
- Trading
- Financial Analysis
- Series 63
- Program Management
- Securities
- Tax
- Asset Managment
- Employee Benefits
- Series 7
- Financial Modeling
- Mortgage Lending
- Mutual Funds
- Investors
- Private Equity
- Estate Planning
- Real Estate Economics
- Financial Structuring
- Due Diligence
- Financial Risk
- Corporate Finance
- Risk Management
- Insurance
- Relationship Management
- Venture Capital
- Brokerage
- Valuation
- Funding
- Wealth Management Services
Edwin Kelly Summary
- Edwin Kelly, based in New Mexico, United States, is currently a CEO at Specialized IRA Services. Edwin Kelly brings experience from previous roles at The Horizon Trust Company, The Equity Trust Company and BISYS Fund Services. Edwin Kelly holds a 1991 - 1997 Master of Business Administration in Banking, Business Management, Finance @ Franklin University. With a robust skill set that includes Investment Properties, Self Directed IRA, Retirement Planning, Alternative Investments, Strategic Planning and more. Edwin Kelly has 2 emails and 1 mobile phone numbers on RocketReach.
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