Kelli Smith Email & Phone Number
Executive Director, Financial Planning @ Edelman Financial Engines
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Kelli Smith Location
- Raleigh, NC, US
Kelli Smith Work
- Executive Director, Financial Planning @ (December 2025 - Present)
- Director of Financial Planning @ (August 2010 - December 2025)
Kelli Smith Education
- Washburn University
Bachelor's degree (Business/Commerce, General)
2002-2005
Kelli Smith Skills
- Series 65
- Microsoft Office
- Customer Service
- Leases
- Real Estate
- Lease Administration
- Moving Services
- Leadership
- Management
- Microsoft Excel
- Sellers
- Storage Services
- Packing Services
- Strategic Planning
- Sales
Kelli Smith Summary
- Kelli Smith, based in Raleigh, NC, US, is currently a Executive Director, Financial Planning at Edelman Financial Engines. Kelli Smith brings experience from previous roles at Edelman Financial Engines. Kelli Smith holds a 2002 - 2005 Bachelor's degree in Business/Commerce, General @ Washburn University. With a robust skill set that includes Series 65, Microsoft Office, Customer Service, Leases, Real Estate and more. Kelli Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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