Kelli Maas Email & Phone Number
Wealth Management Associate, CERTIFIED FINANCIAL PLANNER (R) @ UBS Group AG
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Kelli Maas Location
- Houston, TX, US
Kelli Maas Work
- 2006 -now Wealth Management Associate, CERTIFIED FINANCIAL PLANNER (R) @
- 2004 -2006 4th Grade Teacher @ Drake Private School
Kelli Maas Education
- Texas State University
Bachelors (Economics and Business Administration)
2000-2004
Kelli Maas Skills
- Financial Planners
- Rule 144
- Series 63
- Curriculum Planning
- Investments
Kelli Maas Summary
- Kelli Maas, based in Houston, TX, US, is currently a Wealth Management Associate, CERTIFIED FINANCIAL PLANNER (R) at UBS Financial Services Inc.. Kelli Maas brings experience from previous roles at Drake Private School. Kelli Maas holds a 2000 - 2004 Bachelors in Economics and Business Administration @ Texas State University. With a robust skill set that includes Financial Planners, Rule 144, Series 63, Curriculum Planning, Investments and more. Kelli Maas has 3 emails and 1 mobile phone numbers on RocketReach.
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