Kelsey Robertson Email & Phone Number
Commercial Insurance Advisor and Shareholder @ Swingle Collins & Associates
Kelsey Robertson's Location
Dallas, TX, US
Kelsey Robertson's Work
- Commercial Insurance Advisor and Shareholder @ Swingle Collins & Associates
- Private Bank Contractor @ J.P. Morgan
- Financial Planning Counselor, Army Career and Alumni Program @ Serco
- Private Bank Analyst @ J.P. Morgan
Kelsey Robertson's Education
- Wake Forest University
Bachelor of Science (B.S.) (Finance, General)
2005 - 2009 - The Hockaday School1991 - 2005
Kelsey Robertson's Skills
- Leadership
- Series 63
- PowerPoint
- Social Media
- Public Speaking
- Accounting
- Professional Liability
- Insurance
- Investments
- Excel
Kelsey Robertson's Summary
Kelsey Robertson, based in Dallas, TX, US, is currently a Commercial Insurance Advisor and Shareholder at Swingle Collins & Associates, bringing experience from previous roles at J.P. Morgan and Serco. Kelsey Robertson holds a 2005 - 2009 Bachelor of Science (B.S.) in Finance, General @ Wake Forest University. With a robust skill set that includes Leadership, Series 63, PowerPoint, Social Media, Public Speaking and more, Kelsey Robertson contributes valuable insights to the industry. Kelsey Robertson has 2 emails and 1 mobile phone number on RocketReach.
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