Kelly Donnelly's Location
New York, NY, US
Kelly Donnelly's Work
- Compliance Specialist @ NewEdge Wealth
- Engagement Manager @ Willard Powell Inc.
- Compliance Specialist @ The Private Wealth Partners
- Vice President, Private Wealth Management @ Morgan Stanley
- Sales Associate Private Wealth Management @ Morgan Stanley
- Private Investment Management Sales Associate @ Lehman Brothers
Kelly Donnelly's Education
- The University of Connecticut
Bachelor's degree
1999 - 2003
Kelly Donnelly's Skills
- Series 7
- Series 63
- Series 66
- Leadership
- Research
- Marketing
- Investments
- Public Speaking
- Customer Service
- Wealth Management
Kelly Donnelly's Summary
Kelly Donnelly, based in New York, NY, US, is currently a Compliance Specialist at NewEdge Wealth, bringing experience from previous roles at Willard Powell Inc., The Private Wealth Partners and Morgan Stanley Smith Barney. Kelly Donnelly holds a 1999 - 2003 Bachelor's degree @ The University of Connecticut. With a robust skill set that includes Series 7, Series 63, Series 66, Leadership, Research and more, Kelly Donnelly contributes valuable insights to the industry. Kelly Donnelly has 1 email on RocketReach.
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