Ryan Kelley Email & Phone Number
Portfolio Manager @ Bell Investment Advisors
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Ryan Kelley Location
- San Francisco, CA, US
Ryan Kelley Work
- 2019 -now Portfolio Manager @
- 2016 -2019 Client Services Specialist @
- 2015 -2016 Advisor Associate - Portfolio Management @
- 2013 -2014 Senior Investment Analyst @
- 2008 -2011 Portfolio Manager @
- 2007 -2008 Investment Analyst @
Ryan Kelley Education
- Sonoma State University
Bachelor of Business Administration (BBA) (Finance, General)
2004-2006 - Mt. San Antonio College
Ryan Kelley Skills
- Portfolio Management
- Commercial Litigation
- Go to Market Strategy
- Corporate Governance
- Series 63
- Customer Relationship Management Crm
- Fixed Income
- Bonds
- Retirement Planning
- Financial Modeling
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Fund Of Funds
- Equities
- Wealth Management
- Mutual Funds
- VBA
- Management
- ETFs
- Retirement
- Series 7
- Investment Management
- Spanish
- Customer Relationship Management
Ryan Kelley Summary
- Ryan Kelley, based in San Francisco, CA, US, is currently a Portfolio Manager at Bell Investment Advisors. Ryan Kelley brings experience from previous roles at Seafarer Capital Partners, Waddell & Reed, CorpVida and PlanMember Financial Corporation. Ryan Kelley holds a 2004 - 2006 Bachelor of Business Administration (BBA) in Finance, General @ Sonoma State University. With a robust skill set that includes Portfolio Management, Commercial Litigation, Go to Market Strategy, Corporate Governance, Series 63 and more. Ryan Kelley has 2 emails and 3 mobile phone numbers on RocketReach.
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