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
- 2026 -now Managing Director, Strategic Partnerships @
- 2015 -2024 VP, Strategic Account Manager @
- 2026 -now Managing Director, Strategic Partnerships @
- 2010 -2015 VP, Wealth Management Specialist @
- 2009 -2010 Investment Services Advisor @
- 2008 -2009 Investment Services Advisor @
- 2015 -2024 VP, Strategic Account Manager @
- 2008 -2008 Merrill Lynch @ Merrill Lynch Trust Company
- 2012 -2015 VP, Associate Wealth Management Specialist @ Merrill Lynch
- 2007 -2007 Wealth Management and Financial Planning Analyst @ Citi Smith Barney
- 2010 -2015 VP, Wealth Management Specialist @ Merrill Lynch
- 2009 -2010 Investment Services Advisor @ Merrill Lynch
- 2010 -2011 Assistant VP, Internal Wealth Management Specialist @
- 2008 -2009 Investment Services Advisor @ Merrill Lynch
- 2008 -2008 Merrill Lynch @ Merrill Lynch Trust Company
- 2007 -2007 Wealth Management and Financial Planning Analyst @ Citi Smith Barney
Kelli Mesi Education
- The College of New Jersey
Bachelor of Science (Business Administration; Finance)
2004-2008
Kelli Mesi Skills
- Fixed Income
- Asset Allocation
- 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, Advisors Asset Management, Inc. 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 Fixed Income, Asset Allocation, Wealth Management and more. Kelli Mesi has 1 emails and 1 mobile phone numbers on RocketReach.
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