Kelli Davis Email & Phone Number
Vice President of Retirement Plan Consulting @ CSi Advisory Services
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Kelli Davis Location
- Indianapolis, IN, US
Kelli Davis Work
- 2018 -now Vice President of Retirement Plan Consulting @
- 2008 -now Retirement Plan Specialist @
- 2017 -2018 Retirement Plan Specialist @
- 2004 -2017 Financial Planner @
Kelli Davis Education
- DePauw University
B.A. (Economics)
2000-2004
Kelli Davis Skills
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- Qualified Retirement Plans
- Finance
Kelli Davis Summary
- Kelli Davis, based in Indianapolis, IN, US, is currently a Vice President of Retirement Plan Consulting at CSi Advisory Services. Kelli Davis brings experience from previous roles at Compensation Systems, Inc., CSI Advisory Services, LLC and WestPoint Financial Group. Kelli Davis holds a 2000 - 2004 B.A. in Economics @ DePauw University. With a robust skill set that includes Insurance, Retirement Planning, Financial Planning, Investments, Qualified Retirement Plans and more. Kelli Davis has 2 emails and 3 mobile phone numbers on RocketReach.
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