Kelsey Email & Phone Number
Senior Investment Analyst @ Choate Investment Advisors
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Kelsey Location
- Boston, MA, US
Kelsey Work
- Senior Investment Analyst @ (March 2024 - Present)
- Equity Associate @ (May 2019 - March 2024)
- Client Relationship Specialist @ (July 2018 - April 2019)
- Senior Client Relationship Associate @ (May 2016 - July 2018)
- Investment Analyst @ (July 2014 - May 2016)
- Summer Research Intern @ (May 2013 - August 2013)
Kelsey Education
- Villanova University
Bachelor Of Business Admin (Finance)
2010-2014 - CIEE Study Abroad - Seville, Spain
Fall 2012 semester (Finance, Spanish, International Business, Junior)
2012-2012 - Choate Rosemary Hall 2006-2010
Kelsey Skills
- Bloomberg Terminal
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Research
- SharePoint
- Social Media
Kelsey Summary
- Kelsey, based in Boston, MA, US, is currently a Senior Investment Analyst at Choate Investment Advisors. Kelsey brings experience from previous roles at Putnam Investments, Capital Group Private Client Services and Rocaton Investment Advisors. Kelsey holds a 2010 - 2014 Bachelor Of Business Admin in Finance @ Villanova University. With a robust skill set that includes Bloomberg Terminal, Investments, Microsoft Excel, Microsoft Office, Microsoft Word and more. Kelsey has 1 emails on RocketReach.
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