Regional Advisor Consultant @ (April 2014 - September 2017)
Client Service Associate @ (March 2010 - March 2014)
Operations Associate @ (January 2008 - February 2010)
Gregory Kelly Education
Bryant University
Bachelor of Science (B.S.) (Business Administration and Management, General)
2003-2007
Gregory Kelly Skills
Management
Project Management
Training
Separately Managed Accounts
Series 7
Commercial Lending
Microsoft Office
Public Speaking
Wealth Management
Mutual Funds
Asset Allocation
Retirement Planning
Investment Strategies
Investment Advisory
Alternative Investments
Equities
Portfolio Management
Hedge Funds
Securities
Gregory Kelly Summary
Gregory Kelly, based in New York, NY, US, is currently a Vice President, Market Consultant at Invesco US. Gregory Kelly brings experience from previous roles at Invesco US, OppenheimerFunds and UBS. Gregory Kelly holds a 2003 - 2007 Bachelor of Science (B.S.) in Business Administration and Management, General @ Bryant University. With a robust skill set that includes Management, Project Management, Training, Separately Managed Accounts, Series 7 and more. Gregory Kelly has 1 emails and 3 mobile phone numbers on RocketReach.
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