Matt Kelley Email & Phone Number
Business Development - Private Client Group - StoneX Wealth Management @ StoneX Payments
5 free lookup(s).
Matt Kelley Location
- Cincinnati, OH, US
Matt Kelley Work
- 2013 -now Business Development - Private Client Group - StoneX Wealth Management @
- 2012 -2013 VP Sales and Business Development @
- now VP Branch Development, Regional Director Branch Development @
- now Director, Business Development @
- now Director of Sales and Recruiting @ Brecek & Young / Donahue Securities
- now Annuity, Advisor and BD Service @
Matt Kelley Education
- Thomas More College
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, Business Administration @ Thomas More College. With a robust skill set that includes Strategic Planning, Business Development, New Business Development, Banking, Recruiting and more. Matt Kelley has 4 emails and 2 mobile phone numbers on RocketReach.
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