Internal Consultant Team Leader- Brokerage Channel, NYC @ (June 2017 - January 2023)
Mutual Fund Services and Sales Support Representative @ (June 2016 - May 2017)
Bloomberg Capital Markets Lab Assistant @ (January 2014 - January 2016)
Intern- Investment Operations Specialist @ (June 2015 - September 2015)
Kellen Smith Education
Yale School of Management
Executive Education
2020-2020
Merrimack College
Bachelor's degree (Business Administration-Finance and Marketing Concentrations)
2012-2016
Kellen Smith Skills
Bloomberg Terminal
Close Attention to Detail
Customer Service
Financial Services
Group Work
Highly personable
Investment Management
Leadership
Marketing
Microsoft Excel
Microsoft Office
Networking
People Skills
Problem Solving
Public Speaking
Research
Sales
Social Networking
Teamwork
Time Management
PowerPoint
Social Media
Microsoft Word
Painting
Event Planning
Analytical Skills
Kellen Smith Summary
Kellen Smith, based in New York, NY, US, is currently a Regional Director- Brokerage Channel, NYC at Eaton Vance. Kellen Smith brings experience from previous roles at Eaton Vance and Merrimack College. Kellen Smith holds a 2020 - 2020 Executive Education @ Yale School of Management. With a robust skill set that includes Bloomberg Terminal, Close Attention to Detail, Customer Service, Financial Services, Group Work and more. Kellen Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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