Kelli Martin's Location
Irvine, CA, US
Kelli Martin's Work
- Vice President, Assistant Branch Manager @ Charles Schwab
- Planning Consultant @ Fidelity Investments
- Senior Relationship Manager @ Fidelity Investments
- Relationship Manager @ Fidelity Investments
- Financial Representative @ Fidelity Investments
- Administrative Intern @ Fidelity Investments
- Hostess @ Tommy Bahama
Kelli Martin's Education
- University of San Francisco
Bachelor of Science in Business Administration (Finance)
2010 - 2012
Kelli Martin's Skills
- Customer Service
- Teamwork
- Microsoft Office
- Word
- Excel
- PowerPoint
- Fundraising
- Microsoft Excel
- Microsoft Word
Kelli Martin's Summary
Kelli Martin, based in Irvine, CA, US, is currently a Vice President, Assistant Branch Manager at Charles Schwab, bringing experience from previous roles at Fidelity Investments. Kelli Martin holds a 2010 - 2012 Bachelor of Science in Business Administration in Finance @ University of San Francisco. With a robust skill set that includes Customer Service, Teamwork, Microsoft Office, Word, Excel and more, Kelli Martin contributes valuable insights to the industry. Kelli Martin has 2 emails and 1 mobile phone number on RocketReach.
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