Kelly Email & Phone Number
Sr Director, Product Marketing @ SVB Private
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Kelly Location
- United States
Kelly Work
- 2022 - now Sr Director, Product Marketing @
- 2019 - 2022 Vice President, Platform Solutions - Liquidity @
- 2010 - 2018 Vice President, Digital Product @
- 2007 - 2010 Director of Program Management @
- 2005 - 2007 Director of Marketing Communications @
- 2004 - 2005 Senior Manager, Marketing Communications @
- 2003 - 2004 Senior Client Services Manager @
- 2000 - 2002 Client Services Manager @
- 1998 - 2000 Premium Service Representative @
- 1997 - 1998 Brokerage and Mutual Fund Service Representative @
Kelly Education
- Boston University - School of Management
Master of Business Administration (MBA) (Strategy and Business Analysis)
2003 - 2006 - Indiana University Bloomington
Bachelor of Science (Finance, International Business)
1993 - 1997
Kelly Skills
- Financial Services
- Project Management
- Marketing Communications
- Management
- Selling
- Mutual Funds
- Series 7
- Series 63
- Relationship Management
- Asset Managment
- Marketing Management
- Finance
- Program Management
- Product Management
- Investments
- Fixed Income
- Asset Management
Kelly Summary
- Kelly, based in United States, is currently a Sr Director, Product Marketing at SVB Private. Kelly brings experience from previous roles at Goldman Sachs Asset Management and Fidelity Investments. Kelly holds a 2003 - 2006 Master of Business Administration (MBA) in Strategy and Business Analysis @ Boston University - School of Management. With a robust skill set that includes Financial Services, Project Management, Marketing Communications, Management, Selling and more. Kelly has 2 emails and 1 mobile phone numbers on RocketReach.
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