Kelly Sumner Email & Phone Number
Chief Compliance Officer @ Essential Investment Partners, LLC
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Kelly Sumner Location
- Denver, CO, US
Kelly Sumner Work
- Chief Compliance Officer @ (July 2018 - Present)
- Senior Client Service Representative @ (May 2015 - July 2018)
- Financial Services Representative @ (May 2014 - February 2015)
- Golf Administration @ (May 2012 - October 2012)
Kelly Sumner Education
- University of Richmond - Robins School of Business
(Financial Planning and Services)
2022-2023 - Texas A&M University-San Antonio
Master of Business Administration (MBA) (Finance, General)
2017-2018 - University of North Carolina at Pembroke
Bachelor of Business Administration (B.B.A.) (Finance, Marketing)
2010-2014
Kelly Sumner Skills
- Financial Transactions
- Event Planning
- Food and Beverage
- Marketing
- Social Networking
- Hospitality
- Event Management
- Resorts
- Sports Marketing
- Time Management
- Hospitality Management
- Golf
- Sponsorship
- Hospitality Industry
Kelly Sumner Summary
- Kelly Sumner, based in Denver, CO, US, is currently a Chief Compliance Officer at Essential Investment Partners, LLC. Kelly Sumner brings experience from previous roles at Capital Group | American Funds, State Employee Credit Union and Pinehurst Resort. Kelly Sumner holds a 2022 - 2023 University of Richmond - Robins School of Business. With a robust skill set that includes Financial Transactions, Event Planning, Food and Beverage, Marketing, Social Networking and more. Kelly Sumner has 2 emails and 1 mobile phone numbers on RocketReach.
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