Rob Kelley Email & Phone Number
Vice President Finance @ Soltis Investment Advisors
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Rob Kelley Location
- North Carolina, United States
Rob Kelley Work
- Vice President Finance @ (February 2026 - Present)
- Director of Finance @ (March 2025 - February 2026)
- Senior Vice President, FP and A Manager @ (November 2024 - March 2025)
- Vice President Finance @ (January 2022 - November 2024)
- Assistant Vice President Finance @ (June 2016 - January 2022)
- Private Equity Associate - Financial and Regulatory Reporting Analyst @ (September 2014 - June 2016)
- Finance Associate @ (March 2013 - September 2014)
- Senior Analyst @ (May 2010 - March 2013)
- Annuities Case Manager @ (August 2009 - May 2010)
Rob Kelley Education
- Bob Jones University (BJU)
B.S (Accounting/Political Science; Accounting)
2004-2009
Rob Kelley Skills
- Private Equity
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Accounting
- Financial Reporting
- Analysis
- Investments
- Valuation
- Portfolio Management
- Customer Relations
- Asset Management
- Finance
- Annuities
- Microsoft Excel
- Microsoft Office
- Excel
- Fund Accounting
- Software
- Operations
- Investment Management
Rob Kelley Summary
- Rob Kelley, based in North Carolina, United States, is currently a Vice President Finance at Soltis Investment Advisors. Rob Kelley brings experience from previous roles at SteadyIQ, BNY Archer, Archer and Archer - Investment Management Solutions. Rob Kelley holds a 2004 - 2009 B.S in Accounting/Political Science; Accounting @ Bob Jones University (BJU). With a robust skill set that includes Private Equity, Corporate Finance, Financial Analysis, Financial Modeling, Accounting and more. Rob Kelley has 4 emails and 6 mobile phone numbers on RocketReach.
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