Kelly Crane Email & Phone Number
Senior Vice President and Financial Advisor @ Wealth Enhancement Group
Kelly Crane's Location
St. Helena, CA, US
Kelly Crane's Work
- Senior Vice President and Financial Advisor @ Wealth Enhancement Group
- Chief Investment Officer @ Napa Valley Wealth Management
- President @ TrueNote Investment Advisors, Inc.
- President @ InConcert Financial Group®
- President and Chief Investment Officer @ Heritage Capital Private Asset Management
Kelly Crane's Education
- Cal State East Bay- College of Business & Economics
MBA (Finance)
1985 - 1988 - California State University - East Bay
Business Administration (Finance)
1980 - 1984
Kelly Crane's Skills
- Portfolio Management
- Project Management
- Investment Policy Statements
- Public Speaking
- Non Profit Volunteering
- Tax
- Charitable Gift Planning
- Securities
- Asset Protection
- Wealth Management
Kelly Crane's Summary
Kelly Crane, based in St. Helena, CA, US, is currently a Senior Vice President and Financial Advisor at Wealth Enhancement Group, bringing experience from previous roles at Napa Valley Wealth Management, TrueNote Investment Advisors, Inc., InConcert Financial Group® and Heritage Capital Private Asset Management. Kelly Crane holds a 1985 - 1988 MBA in Finance @ Cal State East Bay- College of Business & Economics. With a robust skill set that includes Portfolio Management, Project Management, Investment Policy Statements, Public Speaking, Non Profit Volunteering and more, Kelly Crane contributes valuable insights to the industry. Kelly Crane has 3 emails on RocketReach.
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