Patrick Kelly Email & Phone Number
Senior Vice President-Financial Advisor, Accredited Wealth Manager @ RBC Wealth Management
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Patrick Kelly Location
- Rochester, NY, US
Patrick Kelly Work
- 2009 - now Senior Vice President-Financial Advisor, Accredited Wealth Manager @
- 1999 - 2009 Vice President and Financial Advisor @
- 1989 - 1999 Vice President and Financial Advisor @ McDonald Investments Inc.
- 1984 - 1989 Financial Advisor @ Pruco Securities Corporation
Patrick Kelly Education
- State University of New York College at Fredonia
Bachelor of Arts (B.A.) (Applied Economics)
1980 - 1982
Patrick Kelly Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
- Mutual Funds
- Series 65
Patrick Kelly Summary
- Patrick Kelly, based in Rochester, NY, US, is currently a Senior Vice President-Financial Advisor, Accredited Wealth Manager at RBC Wealth Management. Patrick Kelly brings experience from previous roles at Wells Fargo Advisors, McDonald Investments Inc. and Pruco Securities Corporation. Patrick Kelly holds a 1980 - 1982 Bachelor of Arts (B.A.) in Applied Economics @ State University of New York College at Fredonia. With a robust skill set that includes Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Series 65 and more. Patrick Kelly has 1 emails on RocketReach.
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