Kelsey Blakely's Location
Charlotte, North Carolina, United States
Kelsey Blakely's Work
- Relationship Manager @ CI Brightworth Private Wealth
- Client Onboarding Facilitator @ Wells Fargo
- Analytical Consultant, III @ Wells Fargo
- Senior Integration and Transitions Specialist Account Manager @ LPL Financial
- Taxable Fixed Income Trader @ Evergreen Investments
- Taxable Fixed Income and Retail Money Market Trading Asst. @ Evergreen Investments
- Documentation Analyst @ Wells Fargo
Kelsey Blakely's Education
- University of North Carolina at Charlotte
Bachelor's Degree (Social Work)
1998 - 2000 - University of Tennessee-Knoxville1993 - 1997
Kelsey Blakely's Skills
- Series 63
- Anti Money Laundering
- Bonds
- Build Strong Relationships
- Security Operations
- Retirement Planning
- Centralization
- Reliability
- Portfolio Management
- Capital Markets
Kelsey Blakely's Summary
Kelsey Blakely, based in Charlotte, North Carolina, United States, is currently a Relationship Manager at CI Brightworth Private Wealth, bringing experience from previous roles at Wells Fargo Securities, LPL Financial and Evergreen Investments. Kelsey Blakely holds a 1998 - 2000 Bachelor's Degree in Social Work @ University of North Carolina at Charlotte. With a robust skill set that includes Series 63, Anti Money Laundering, Bonds, Build Strong Relationships, Security Operations and more, Kelsey Blakely contributes valuable insights to the industry. Kelsey Blakely has 4 emails and 1 mobile phone number on RocketReach.
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