Kelli Yates Email & Phone Number
Operations Manager and Paraplanner @ TSG Advice Partners
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Kelli Yates Location
- Powell, OH, US
Kelli Yates Work
- Operations Manager and Paraplanner @ (November 2019 - Present)
- Paraplanner @ (July 2012 - November 2019)
- Licensed Financial Advisor Assistant @ (January 2002 - July 2012)
- Licensed Financial Advisor Assistant @ (January 1992 - January 1999)
Kelli Yates Education
- Franklin University
Bachelor's degree (Business Administration and Management, General)
2005-2013 - Bradford School 1989-1992
Kelli Yates Skills
- Financial Services
- Wealth Management
- Bloomberg
Kelli Yates Summary
- Kelli Yates, based in Powell, OH, US, is currently a Operations Manager and Paraplanner at TSG Advice Partners. Kelli Yates brings experience from previous roles at Ameriprise Financial Services, Inc. and Telhio Credit Union. Kelli Yates holds a 2005 - 2013 Bachelor's degree in Business Administration and Management, General @ Franklin University. With a robust skill set that includes Financial Services, Wealth Management, Bloomberg and more. Kelli Yates has 2 emails and 1 mobile phone numbers on RocketReach.
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