Kelsey Abbott Email & Phone Number
Senior Wealth Manager @ Plancorp, LLC
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Kelsey Abbott Location
- St. Louis, MO, US
Kelsey Abbott Work
- Senior Wealth Manager @ (January 2025 - Present)
- Wealth Manager @ (July 2022 - December 2024)
- Senior Financial Planner @ (January 2020 - July 2022)
- Portfolio Manager and Analyst @ (October 2017 - December 2019)
- Portfolio Manager Associate @ (August 2013 - October 2017)
- Universal Banker II @ (October 2012 - August 2013)
- Financial Assistant @ (July 2010 - February 2012)
Kelsey Abbott Education
- Southern Illinois University Edwardsville
Master of Business Administration (M.B.A.) (Business Administration)
- Illinois College
Bachelor’s Degree (Finance, Accounting, and Management and Organizational Leadership)
Kelsey Abbott Skills
- Financial Reporting
- Microsoft Word
- Team Building
- PowerPoint
- Microsoft Excel
- Accounting
- Customer Service
- Financial Analysis
- Recruiting
- Windows
- Outlook
- Budgets
Kelsey Abbott Summary
- Kelsey Abbott, based in St. Louis, MO, US, is currently a Senior Wealth Manager at Plancorp Wealth Management. Kelsey Abbott brings experience from previous roles at Plancorp Wealth Management, Plancorp, LLC, Enterprise Bank & Trust and Commerce Trust. Kelsey Abbott holds a Master of Business Administration (M.B.A.) in Business Administration @ Southern Illinois University Edwardsville. With a robust skill set that includes Financial Reporting, Microsoft Word, Team Building, PowerPoint, Microsoft Excel and more. Kelsey Abbott has 2 emails and 1 mobile phone numbers on RocketReach.
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