Kelly Sumner's Location
Denver, CO, US
Kelly Sumner's Work
- Chief Compliance Officer @ Essential Investment Partners, LLC
- Senior Client Service Representative @ FocusPoint Private Capital Group
- Financial Services Representative @ State Employees Credit Union of New Mexico
- Golf Administration @ Pinehurst Resort
Kelly Sumner's 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's Skills
- Financial Transactions
- Event Planning
- Food and Beverage
- Marketing
- Social Networking
- Hospitality
- Event Management
- Resorts
- Sports Marketing
- Time Management
Kelly Sumner's Summary
Kelly Sumner, based in Denver, CO, US, is currently a Chief Compliance Officer at Essential Investment Partners, LLC, bringing 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 contributes valuable insights to the industry. Kelly Sumner has 5 emails and 1 mobile phone number on RocketReach.
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