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
- Vice President of Retirement Plan Consulting @ (August 2018 - Present)
- Retirement Plan Specialist @ (February 2017 - August 2018)
- Retirement Plan Specialist @ (January 2008 - Present)
- Financial Planner @ (June 2004 - February 2017)
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 CSi Advisory Services, Compensation Systems, Inc. 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 3 mobile phone numbers on RocketReach.
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