Kelly Erickson Email & Phone Number
Wealth Advisor - LPL Registered Representative at Partners Retirement and Wealth Management @ The Walt Disney Company
Kelly Erickson's Location
California, United States
Kelly Erickson's Work
- Wealth Advisor - LPL Registered Representative at Partners Retirement and Wealth Management @ The Walt Disney Company
- Financial Advisor, VP - Investments @ JPMorgan Chase & Co.
Kelly Erickson's Education
- California Lutheran University
Master of Business Administration (MBA) (Personal Financial Planning)
2013 - 2016 - University of California, Irvine
Certificate in Personal Financial Planning
2008 - 2011 - California State University-Fullerton
Bachelor of Business Administration (B.B.A.) (Marketing)
2000 - 2005
Kelly Erickson's Skills
- Investments
- Customer Service
- Retirement Planning
- Wealth Management
- Financial Advisory
- Insurance
Kelly Erickson's Summary
Kelly Erickson, based in California, United States, is currently a Wealth Advisor - LPL Registered Representative at Partners Retirement and Wealth Management at The Walt Disney Company/LPL Financial, LLC, bringing experience from previous roles at JPMorgan Chase & Co.. Kelly Erickson holds a 2013 - 2016 Master of Business Administration (MBA) in Personal Financial Planning @ California Lutheran University. With a robust skill set that includes Investments, Customer Service, Retirement Planning, Wealth Management, Financial Advisory and more, Kelly Erickson contributes valuable insights to the industry. Kelly Erickson has 2 emails on RocketReach.
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