Patrick Kelley Email & Phone Number
Founder + CEO: Chartered Financial Consultant @ Peak360 Wealth Management, LLC
5 free lookup(s).
Patrick Kelley Location
- Danville, CA, US
Patrick Kelley Work
- 2019 - now Founder + CEO: Chartered Financial Consultant @
- 2018 - 2019 President @
- 1990 - 2018 Vice President @
Patrick Kelley Education
- California State University-Chico
Bachelor's degree (Business, Management, Marketing, and Related Support Services)
1986 - 1990 - Lynbrook High School 1982 - 1986
Patrick Kelley Skills
- Retirement
- Disability Insurance
- Human Resources
- Investment Management
- Estate Planning
- Financial Planners
- Investments
- Planners
- Management
- Microsoft Excel
- Wealth Management
- Financial Analysis
- Securities
- Life Insurance
- Microsoft Office
- Portfolio Management
- Strategic Financial Planning
- Leadership
- Change Management
- Investment Advisory
- Wealth Accumulation
- Financial Modeling
- Executive Protection
- Succession Planning
- Exit Strategies
- Investment Strategies
- Distribution Strategies
Patrick Kelley Summary
- Patrick Kelley, based in Danville, CA, US, is currently a Founder + CEO: Chartered Financial Consultant at PEAK360 Wealth Management, LLC.. Patrick Kelley brings experience from previous roles at Peak360 Wealth Management, LLC and David White & Associates. Patrick Kelley holds a 1986 - 1990 Bachelor's degree in Business, Management, Marketing, and Related Support Services @ California State University-Chico. With a robust skill set that includes Retirement, Disability Insurance, Human Resources, Investment Management, Estate Planning and more. Patrick Kelley has 1 emails and 1 mobile phone numbers on RocketReach.
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Patrick Kelley
Founder + CEO: Chartered Financial Consultant
Danville, CA, US
Patrick Kelley
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Bettendorf, IA, US
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Top Peak360 Wealth Management, LLC Employees
Samson Chan
Founder + CFO; CERTIFIED FINANCIAL PLANNER® Practitioner
San Ramon, CA, US
Andy Nevin
Founder + President
San Ramon, CA, US
Patrick Kelley
Founder + CEO: Chartered Financial Consultant
Danville, CA, US
Nolan Parker
Lead Advisor
San Francisco, CA, US
Erika Alvarado
Director of Operations
San Ramon, CA, US
Jack Stafford
Associate
California, United States
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