Patrick Kelly Email & Phone Number
President @ Willis Consulting, Inc.
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Patrick Kelly Location
- Phoenix, AZ, US
Patrick Kelly Work
- 2002 -now President @
- 2002 -now Managing Director @
- 2001 -2002 Vice President, Investments @ The Seidler Companies
- 1995 -2001 Vice President, Investments @
- 1991 -1994 Manager @ Cafe 505
- 1989 -1991 Infantry Solider @
Patrick Kelly Education
- Orange Coast College
(General Studies)
1991-1993 - Corona del Mar High School 1985-1989
Patrick Kelly Skills
- Series 7
- Series 63
- Wealth Management
- Securities
- Equities
- Alternative Investments
- Financial Advisory
- Investments
- Asset Managment
- Asset Allocation
- Mutual Funds
- Series 24
- Portfolio Management
- Investment Advisory
- Capital Markets
- Uniform Combined State Law
- Strategic Financial Planning
- Retirement Planning
- Equity Research
- Investment Banking
- Estate Planning
- Leadership
- Financial Planning
- Wealth Management Services
- Finance
- 401k
- Financial Services
- FINRA
- Investment Strategies
- Asset Management
- Charity Recruitment
- ETFs
- Hedge Funds
- Investment Management
Patrick Kelly Summary
- Patrick Kelly, based in Phoenix, AZ, US, is currently a President at Willis Consulting, Inc.. Patrick Kelly brings experience from previous roles at Willis Consulting, Inc., The Seidler Companies, Roth Capital Partners and Cafe 505. Patrick Kelly holds a 1991 - 1993 Orange Coast College. With a robust skill set that includes Series 7, Series 63, Wealth Management, Securities, Equities and more. Patrick Kelly has 3 emails and 1 mobile phone numbers on RocketReach.
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