Kate Kelley's Location
Toledo, OH, US
Kate Kelley's Work
- Authorized Representative @ AVMA LIFE
- Financial Advisor @ Eagle Strategies, LLC
- Agent @ New York Life
- Financial Services Professional @ NYLIFE Securities LLC
- Financial Services Professional @ Huntington National Bank
- Financial Services Professional @ Key Investment Services
- Development Manager @ New York Life
- Agent @ New York Life
- Financial Advisor and RIA and IAR @ Financial Services Company
- Registered Investment Associate @ New York Fitness
Kate Kelley's Education
- Salisbury University - Perdue School of Business
BS (International Business)
1992 - 1996
Kate Kelley's Skills
- Retirement Planning
- Investments
- Investment Strategies
- Estate Planning
- Life Insurance
- Series 7
- Financial Analysis
- Strategic Financial Planning
- Financial Services
- Financial Planning
Kate Kelley's Summary
Kate Kelley, based in Toledo, OH, US, is currently a Authorized Representative at AVMA LIFE, bringing experience from previous roles at Eagle Strategies, LLC, New York Life Insurance Company, NYLIFE Securities LLC and Huntington National Bank. Kate Kelley holds a 1992 - 1996 BS in International Business @ Salisbury University - Perdue School of Business. With a robust skill set that includes Retirement Planning, Investments, Investment Strategies, Estate Planning, Life Insurance and more, Kate Kelley contributes valuable insights to the industry. Kate Kelley has 3 emails on RocketReach.
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