Kelli Mesi Email & Phone Number
Managing Director, Strategic Partnerships @ Advisors Asset Management, Inc.
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Kelli Mesi Location
- New York, NY, US
Kelli Mesi Work
- Managing Director, Strategic Partnerships @ (June 2026 - Present)
- VP, Strategic Account Manager @ (October 2015 - June 2024)
- VP, Wealth Management Specialist @ (March 2010 - October 2015)
- Investment Services Advisor @ (July 2009 - March 2010)
- Investment Services Advisor @ (June 2008 - July 2009)
- Merrill Lynch @ Merrill Lynch Trust Company (January 2008 - June 2008)
- Wealth Management and Financial Planning Analyst @ Citi Smith Barney (April 2007 - August 2007)
Kelli Mesi Education
- The College of New Jersey
Bachelor of Science (Business Administration; Finance)
2004-2008
Kelli Mesi Skills
- Account Relationship
- Asset Allocation
- Business Relationship Management
- Business Reviews
- Data Analysis
- Fixed Income
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- New Account Management
- Relationship Building
- Sales
- Wealth Management
Kelli Mesi Summary
- Kelli Mesi, based in New York, NY, US, is currently a Managing Director, Strategic Partnerships at Advisors Asset Management, Inc.. Kelli Mesi brings experience from previous roles at BNY Mellon and Merrill Lynch. Kelli Mesi holds a 2004 - 2008 Bachelor of Science in Business Administration; Finance @ The College of New Jersey. With a robust skill set that includes Account Relationship, Asset Allocation, Business Relationship Management, Business Reviews, Data Analysis and more. Kelli Mesi has 1 emails and 1 mobile phone numbers on RocketReach.
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