Kelly Downs Email & Phone Number
Regional Managing Director @ Cresset software and discovery
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Kelly Downs Location
- Atlanta, GA, US
Kelly Downs Work
- Regional Managing Director @ (April 2024 - Present)
- Chief Operating Officer of Advisor Practice Management @ (June 2022 - March 2024)
- Managing Director, Operations @ (October 2021 - June 2022)
- Chief Operating Officer @ (October 2018 - September 2021)
- Wealth Advisor @ (June 2013 - October 2018)
- Manager of Operations @ (February 2011 - June 2013)
- Private Wealth Management @ (June 2010 - February 2011)
- Team Manager @ (March 2001 - June 2010)
Kelly Downs Education
- West Virginia University
Bachelor Of Science (Finance)
1996-2000
Kelly Downs Summary
- Kelly Downs, based in Atlanta, GA, US, is currently a Regional Managing Director at Cresset. Kelly Downs brings experience from previous roles at Cresset, Berman | Cresset Family Office and Berman Capital Advisors, LLC. Kelly Downs holds a 1996 - 2000 Bachelor Of Science in Finance @ West Virginia University. Kelly Downs has 1 emails and 2 mobile phone numbers on RocketReach.
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