Marcus Kelley Email & Phone Number
Associate Portfolio Advisor @ Northern Trust Wealth Management
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Marcus Kelley Location
- Washington, DC, US
Marcus Kelley Work
- Associate Portfolio Advisor @ (March 2023 - Present)
- Senior Investment Associate @ (November 2020 - February 2023)
- Associate Client Strategist @ (January 2019 - August 2020)
- Trading and Client Service Consultant @ (September 2017 - January 2019)
- Retirement Specialist @ (August 2016 - March 2017)
- Investment Associate @ (July 2015 - August 2016)
- Personal Banker @ (August 2014 - July 2015)
- Management Trainee @ (May 2012 - August 2014)
Marcus Kelley Education
- Georgetown University McDonough School of Business
Master of Science - MS (Finance, General)
2020-2022 - North Carolina Agricultural and Technical State University
Bachelor of Science (Marketing)
2009-2013
Marcus Kelley Skills
- Leadership
- PowerPoint
- Social Media
- Banking
- B2B
- Account Management
- Sales
- Customer Satisfaction
- Investments
- Finance
- Financial Services
- Sales Management
- Microsoft Office
- Microsoft Word
- Marketing
- Microsoft Excel
- Social Networking
- Time Management
- Customer Service
- Financial Analysis
- Management
- Marketing Strategy
Marcus Kelley Summary
- Marcus Kelley, based in Washington, DC, US, is currently a Associate Portfolio Advisor at Northern Trust Wealth Management. Marcus Kelley brings experience from previous roles at Northern Trust Wealth Management, BNY Mellon Wealth Management, Ally and Vanguard. Marcus Kelley holds a 2020 - 2022 Master of Science - MS in Finance, General @ Georgetown University McDonough School of Business. With a robust skill set that includes Leadership, PowerPoint, Social Media, Banking, B2B and more. Marcus Kelley has 2 emails and 1 mobile phone numbers on RocketReach.
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