Kelly Trevethan's Location
San Francisco, California, United States
Kelly Trevethan's Work
- Vice President @ United Capital Financial Advisers, LLC
- Vice President @ Hutchinson Financial, Inc.
- Investor and Partner and Vintner @ Axr Winery
- Founder @ Speratus Winery
- Owner-Partner @ Alpha Omega Winery
Kelly Trevethan's Education
- University of Pennsylvania2001 - 2001
- Saint Mary's College
Bachelor of Science (Economics)
1981 - 1985 - De La Salle High School1977 - 1981
Kelly Trevethan's Skills
- Series 63
- Portfolio Management
- Finance
- Strategy
- Financial Advisory
- Series 7
- Wealth
- Mutual Funds
- 401k
- Conversation
Kelly Trevethan's Summary
Kelly Trevethan, based in San Francisco, California, United States, is currently a Vice President at United Capital Financial Advisers, LLC, bringing experience from previous roles at Hutchinson Financial, Inc., Axr Winery, Speratus Winery and Alpha Omega Winery. Kelly Trevethan holds a 2001 - 2001 University of Pennsylvania. With a robust skill set that includes Series 63, Portfolio Management, Finance, Strategy, Financial Advisory and more, Kelly Trevethan contributes valuable insights to the industry. Kelly Trevethan has 1 email on RocketReach.
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