Joni Kellen Email
Wealth Advisor @ Northwest Wealth Management
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Joni Kellen Location
- Ames, IA, US
Joni Kellen Work
- 2021 -now Wealth Advisor @
- 2016 -2021 Financial Advisor @
- 2013 -2015 Project Manager, Blue Zones Project @
- 2009 -2012 Director of Institutional Effectiveness @
- 2004 -2009 Convenience Channel Manager @
- 1995 -2004 Marketing Manger @
Joni Kellen Education
- Leadership Ames
Class XXXV (Community Education)
2022-2022 - Boston Institute of Finance
CFP® Board's Education Requirement
2020-2021 - Iowa State University
Master of Education (M.Ed.)
- Iowa State University
Bachelor of Arts (B.A.)
Joni Kellen Skills
- Cash Flow
- Budgeting
- Goal Setting
- Estate Planning
- Retirement Income Strategies
- Risk Management
- Estate Tax Planning
- Investment Management
- Tax Planning
- Team Building
- Strategic Planning
- Leadership
- Public Speaking
- Marketing
- Cross-functional Team Leadership
- Customer Service
- Business Process Improvement
- Project Management
- Microsoft Office
Joni Kellen Summary
- Joni Kellen, based in Ames, IA, US, is currently a Wealth Advisor at Northwest Wealth Management. Joni Kellen brings experience from previous roles at Thrivent, Healthways, Iowa Central Community College and Wells Enterprises. Joni Kellen holds a 2022 - 2022 Class XXXV in Community Education @ Leadership Ames. With a robust skill set that includes Cash Flow, Budgeting, Goal Setting, Estate Planning, Retirement Income Strategies and more. Joni Kellen has 1 emails on RocketReach.
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