Kelli W Email & Phone Number
VP; Financial Consultant @ Charles Schwab
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Kelli W Location
- Annapolis, MD, US
Kelli W Work
- 2022 -now VP; Financial Consultant @
- 2022 -2023 Investment Consultant @
- 2018 -2023 Wealth Management Sales Coordinator @
- 2016 -2023 Senior Relationship Banker @
- 2013 -2015 Relationship Banker @
- 2012 -2013 Banking Center Manager @
- 2011 -2012 Branch Manager @
- 2009 -2011 Personal Banker @
Kelli W Education
- Ohio Christian University
Bachelor of Interdisciplinary Studies (MULTI/INTERDISCIPLINARY STUDIES)
2026 - Stark State College
Dental assisting certification (Dental Assisting/Assistant)
2004-2004 - Stark State College
dental assisting certification (Dental Assisting/Assistant)
2000-2000
Kelli W Summary
- Kelli W, based in Annapolis, MD, US, is currently a VP; Financial Consultant at Charles Schwab. Kelli W brings experience from previous roles at TD Ameritrade, Bank of the West and Bank of Oklahoma. Kelli W holds a Bachelor of Interdisciplinary Studies in MULTI/INTERDISCIPLINARY STUDIES @ Ohio Christian University. Kelli W has 2 emails and 1 mobile phone numbers on RocketReach.
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