Kelly Zhang's Location
Denver, Colorado, United States
Kelly Zhang's Work
- Director, Supervision @ Raymond James
- Customer Experience Manager @ Robinhood
- Manager, Client Services @ Broadridge
- Manager, Retirement Services @ Great-West Investments
- Financial Representative @ Modern Woodmen of America
- Managing Director - Supervision and Controls @ Charles Schwab
- Managing Director - Brokerage Services @ Charles Schwab
- Senior Team Manager, Service Operations Support - Client Banking Services @ Charles Schwab
- Senior Team Manager, Client Service and Support @ Charles Schwab
Kelly Zhang's Education
- University of Denver
(Leadership)
2013 - 2013 - University of Phoenix
(Business Management, Management, Business)
2001 - 2005 - University of Colorado Denver1992 - 1994
- University of Colorado Boulder1991 - 1991
Kelly Zhang's Skills
- Life Insurance
- Permanent Life Insurance
- Financial Services
- Leadership
- Management
- Risk Management
- Portfolio Management
- Strategic Planning
- Investments
- Finance
Kelly Zhang's Summary
Kelly Zhang, based in Denver, Colorado, United States, is currently a Director, Supervision at Raymond James, bringing experience from previous roles at Robinhood, Broadridge, Great-West Financial and Modern Woodmen of America. Kelly Zhang holds a 2013 - 2013 University of Denver. With a robust skill set that includes Life Insurance, Permanent Life Insurance, Financial Services, Leadership, Management and more, Kelly Zhang contributes valuable insights to the industry. Kelly Zhang has 3 emails and 1 mobile phone number on RocketReach.
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