Kelli Davis Email & Phone Number

Vice President of Retirement Plan Consulting @ CSi Advisory Services

5 free lookup(s).

Kelli Davis Location

Indianapolis, IN, US

Kelli Davis Work

2018 - now Vice President of Retirement Plan Consulting @ CSi Advisory Services
2008 - now Retirement Plan Specialist @ Compensation Systems
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2017 - 2018 Retirement Plan Specialist @ CSi Advisory Services

2004 - 2017 Financial Planner @ WestPoint Financial Group
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Kelli Davis Education

DePauw University
B.A. (Economics)
2000 - 2004

Kelli Davis Skills

Insurance
Retirement Planning
Financial Planning

Investments
Qualified Retirement Plans
Finance

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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 3 emails and 2 mobile phone numbers on RocketReach.

Kelli Davis Emails

Found 3 emails

Kelli Davis Phone Numbers

Found 5 phone numbers

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Others Named Kelli Davis

Kelli Davis

Vice President of Retirement Plan Consulting at CSi Advisory Services

Indianapolis, IN, US
3
- csiadvisoryservices.com
- hotmail.com
- compensationsystems.com
5
- +1 813-664-XXXX
- +1 317-726-XXXX
- +1 317-509-XXXX
- +1 317-443-XXXX
- +1 317-385-XXXX
Kelli Davis

Administrative Analyst 1, Information Systems at New Jersey Department of the Treasury

Trenton, NJ, US
4
- yahoo.com
- gmail.com
- msn.com
- treas.nj.gov
3
- +1 609-585-XXXX
- +1 908-601-XXXX
- +1 229-269-XXXX
Kelli Davis

Benefits Manager Retirement Plans at Children's Healthcare of Atlanta

Atlanta, GA, US
2
- comcast.net
- choa.org
4
- +1 770-696-XXXX
- +1 404-799-XXXX
- +1 516-288-XXXX
- +1 404-578-XXXX

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Top CSi Advisory Services Employees

Kelli Davis

Vice President of Retirement Plan Consulting at CSi Advisory Services

Indianapolis, IN, US
3
- csiadvisoryservices.com
- hotmail.com
- compensationsystems.com
5
- +1 813-664-XXXX
- +1 317-726-XXXX
- +1 317-509-XXXX
- +1 317-443-XXXX
- +1 317-385-XXXX
Erinn Metzger

Director of Operations and Relationship Management at CSi Advisory Services

Indianapolis, IN, US
2
- csiadvisoryservices.com
- yahoo.com
2
- +1 770-842-XXXX
- +1 678-910-XXXX
Grantham Aif

Retirement Plan Education Consultant and Wealth Advisor at CSi Advisory Services

Indianapolis, IN, US
1
- csiadvisoryservices.com
Joe Nierman

Retirement Plan Specialist and Wealth Manager at CSi Advisory Services

Indianapolis, IN, US
2
- csiadvisoryservices.com
- gmail.com
5
- +1 317-506-XXXX
- +1 817-422-XXXX
- +1 812-379-XXXX
- +1 812-799-XXXX
- +1 317-816-XXXX
Maeve King

Marketing and Client Relations Professional at CSi Advisory Services

Indianapolis, IN, US
1
- csiadvisoryservices.com
1
- +1 630-406-XXXX
Kimberly Wakeman

Operations and Relationship Manager at CSi Advisory Services

Indianapolis, IN, US
2
- sbcglobal.net
- csiadvisoryservices.com
3
- +1 334-538-XXXX
- +1 317-253-XXXX
- +1 317-445-XXXX
Jessica Williams

Client Relations Professional at CSi Advisory Services

Indianapolis, IN, US
1
- csiadvisoryservices.com
2
- +1 317-515-XXXX
- +1 317-410-XXXX
Veronika Miller

Retirement Plan Administrator at CSi Advisory Services

Carmel, IN, US
1
- csiadvisoryservices.com
2
- +1 260-455-XXXX
- +1 317-201-XXXX

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