Kelly Pham's Location
Roanoke, TX, US
Kelly Pham's Work
- Vice President Senior Wealth Consultant @ Charles Schwab
- Executive Director, Market Director of Wealth Management @ Jpmorgan Chase Bank n.A
- Vice President, Branch Manager @ Fidelity Investments
- Assistant Branch Manager @ Fidelity Investments
- Vice President, Senior Account Executive @ Fidelity Investments
- Regional Planning Consultant @ Fidelity Investments
- Fili Insurance Wholesaler @ Fidelity Investments
- Agent @ New York Life
- Personal Banker @ Bank of America
- Senior Customer Service Manager @ Bank of America
Kelly Pham's Education
- University of Washington
Bachelors (Economics)
1996 - 1998
Kelly Pham's Skills
- Financial Services
- Regional Planning
- Planning
Kelly Pham's Summary
Kelly Pham, based in Roanoke, TX, US, is currently a Vice President Senior Wealth Consultant at Charles Schwab, bringing experience from previous roles at Jpmorgan Chase Bank n.A and Fidelity Investments. Kelly Pham holds a 1996 - 1998 Bachelors in Economics @ University of Washington. With a robust skill set that includes Financial Services, Regional Planning, Planning and more, Kelly Pham contributes valuable insights to the industry. Kelly Pham has 2 emails on RocketReach.
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