1985 -2005 Financial Planner and Financial Advisor @
1980 -1985 Methods Analyst and Buyer @
James Kelley Education
Carnegie Mellon University - Tepper School of Business
Executive Master of Business Administration (EMBA)
2004-2007
University of Geneva
Master of Business Administration (M.B.A.)
2004-2005
University of Washington
Bachelor of Arts (B.A.)
James Kelley Skills
Asset Management
Retirement Planning
Portfolio Management
Business Process Improvement
Personal Financial Planning
Project Management
Business Development
Lean Manufacturing
Strategy
Project Planning
Sales
Contract Negotiation
New Business Development
Budgets
James Kelley Summary
James Kelley, based in Orlando, FL, US, is currently a President and COO at Capital Planning, LLC. James Kelley brings experience from previous roles at Capital Planning Corporation and Boeing. James Kelley holds a 2004 - 2007 Executive Master of Business Administration (EMBA) @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Asset Management, Retirement Planning, Portfolio Management, Business Process Improvement, Personal Financial Planning and more. James Kelley has 2 emails on RocketReach.
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