Matt Kelley Email & Phone Number
Business Development - Private Client Group - StoneX Wealth Management @ StoneX Payments
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Matt Kelley Location
- Cincinnati, OH, US
Matt Kelley Work
- Business Development - Private Client Group - StoneX Wealth Management @ (May 2013 - Present)
- VP Sales and Business Development @ (September 2012 - April 2013)
- VP Branch Development, Regional Director Branch Development @ (January 2007 - January 2012)
- Director, Business Development @ (January 2002 - January 2007)
- Director of Sales and Recruiting @ Brecek & Young / Donahue Securities (January 1997 - January 2002)
- Annuity, Advisor and BD Service @ (January 1993 - January 1997)
Matt Kelley Education
- Thomas More University
Bachelor of Arts (Business Administration)
1994
Matt Kelley Skills
- Strategic Planning
- Business Development
- New Business Development
- Banking
- Recruiting
- Leadership
- Sales Management
- Financial Services
- Insurance
- Sales
- Business Planning
- Relationship Management
- Management
- Finance
- Mergers & Acquisitions
- Portfolio Management
- Asset Management
- CRM
- Investments
- Strategy
- Strategic Financial Planning
- Risk Management
- Wealth Management
- Asset Allocation
- Series 7
- Retirement Planning
- Securities
- Series 63
- Mutual Funds
- Alternative Investments
- Series 24
- Investment Advisory
- FINRA
- Uniform Combined State Law
- Financial Advisory
- 401k
- Retirement
- Equities
- IRAs
- Investment Management
- Series 6
- Fixed Annuities
- ETFs
- Series 65
- Financial Planning
- Customer Relationship Management (CRM)
- Customer Service
- Human Resources
- Mergers and Acquisitions
- JavaScript
- Uniform Combined State
- Selling
- Strategic Financial
- Development
- Services
- Customer Relationship Management Crm
- Customer Relationship Management
Matt Kelley Summary
- Matt Kelley, based in Cincinnati, OH, US, is currently a Business Development - Private Client Group - StoneX Wealth Management at StoneX Group Inc.. Matt Kelley brings experience from previous roles at Cetera Financial Group, Ameriprise Financial Services, Inc., WRP Investments Inc and Brecek & Young / Donahue Securities. Matt Kelley holds a Bachelor of Arts in Business Administration @ Thomas More University. With a robust skill set that includes Strategic Planning, Business Development, New Business Development, Banking, Recruiting and more. Matt Kelley has 4 emails and 3 mobile phone numbers on RocketReach.
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