Michael Kelley Email & Phone Number
Vice President @ Cornerstone Wealth Management
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Michael Kelley Location
- Westlake, OH, US
Michael Kelley Work
- Vice President @ (October 2020 - Present)
- CERTIFIED FINANCIAL PLANNER™ @ Kelley Financial Planning (July 2018 - October 2020)
- Financial Advisor @ AXA Advisors - Wealth Guard Financial (October 2017 - June 2018)
- Financial Advisor @ (March 2014 - October 2017)
- Financial Advisor @ Carver Financial Services (March 2014 - October 2017)
- Insurance Associate @ (May 2013 - March 2014)
- Insurance Intern @ (December 2012 - May 2013)
- Intern @ (May 2012 - December 2012)
- Manufacturing Assembler @ (June 2008 - September 2012)
- Server @ Mavis Winkles (June 2009 - June 2010)
- Server @ (May 2007 - June 2008)
Michael Kelley Education
- The University of Akron
Bachelors (Personal Finance)
2008-2013 - Streetsboro High
General Studies
2002-2006
Michael Kelley Skills
- Coaching
- Customer Satisfaction
- Finance
- Financial Modeling
- Financial Statement Analysis
- Insurance
- Investments
- Microsoft Office
- Portfolio Management
- Risk Management
- Strategic Financial Planning
Michael Kelley Summary
- Michael Kelley, based in Westlake, OH, US, is currently a Vice President at Cornerstone Wealth Management. Michael Kelley brings experience from previous roles at Kelley Financial Planning, AXA Advisors - Wealth Guard Financial, Raymond James Financial Services, Inc. and Carver Financial Services. Michael Kelley holds a 2008 - 2013 Bachelors in Personal Finance @ The University of Akron. With a robust skill set that includes Coaching, Customer Satisfaction, Finance, Financial Modeling, Financial Statement Analysis and more. Michael Kelley has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Cornerstone Wealth Management Employees
David Gomersall
President
Westlake, OH, US
Nicholas Kaplan
Director of Wealth Management
Westlake, OH, US
Nick Dionisos
President; Owner; Investment Advisor Representative
Westlake, OH, US
Michael Kelley
Vice President
Westlake, OH, US
Anastasiya Sembay
Associate Financial Planner
Cleveland, OH, US
Edmund Malone
Chief Compliance Officer
Cleveland, OH, US
Christina Fanourakis
Director of Financial Planning
Westlake, OH, US
Megan Rojka
Investment Associate
Westlake, OH, US
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