Kelly Smith Email & Phone Number
Vice President @ Fidelity Investments
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Kelly Smith Location
- Texas, United States
Kelly Smith Work
- Vice President @ (December 2022 - Present)
- Managing Director @ (May 2015 - December 2022)
- Senior Relationship Manager @ (October 2005 - May 2015)
- Investment Consultant @ (January 2003 - January 2005)
- Program Administration @ Chuck Group Taiwan (August 2002 - September 2003)
- Sr. Relationship Specialist @ (June 2000 - June 2002)
- Sales Assistant @ (October 1997 - May 2000)
Kelly Smith Education
- Quinlan School of Business, Loyola University Chicago
MBA (Finance)
2008-2013 - University of Arizona
BA (Communication and Chinese Studies)
1996-2000
Kelly Smith Skills
- Series 7
- Series 63
- Relationship Management
- Series 65
- Microsoft Office
- Strategy
- Sales
- Program Management
- Banking
- Research
- Wealth Management
- Financial Advisory
- Data Analysis
- Operations Management
- Business Development
- Asset Management
- Financial Goals
- Talent Developer
- Investment Management
- Data
- Independence
- Securities
- Financial Planning
- Mergers And Acquisitions M&A
- Mergers and Acquisitions
Kelly Smith Summary
- Kelly Smith, based in Texas, United States, is currently a Vice President at Fidelity Investments. Kelly Smith brings experience from previous roles at Charles Schwab, TD Waterhouse and Chuck Group Taiwan. Kelly Smith holds a 2008 - 2013 MBA in Finance @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Series 7, Series 63, Relationship Management, Series 65, Microsoft Office and more. Kelly Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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