Scott Kelley Email & Phone Number
VP, Senior Retirement Consultant (DCIO) - Western US @ Federated Investors
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Scott Kelley Location
- Portland, OR, US
Scott Kelley Work
- VP, Senior Retirement Consultant (DCIO) - Western US @ (May 2022 - Present)
- VP, Employee Benefits Specialist @ (February 2020 - April 2022)
- Vice President, Senior Retirement Consultant (DCIO) - N.CA, OR, WA, ID, HI and AK @ (December 2010 - May 2019)
- Regional Sales Representative - Covering Los Angeles, CA @ (June 2008 - December 2010)
- Product Specialist - Covering the Northwest @ (January 2007 - June 2008)
- Associate Financial Advisor @ (January 2006 - November 2006)
- Branch Coverage Stockbroker @ (January 2004 - January 2006)
- Intern @ (January 2002 - June 2003)
Scott Kelley Education
- Oregon State University
BS (Business: Finance)
1999-2003
Scott Kelley Skills
- Mutual Funds
- Asset Allocation
- 401k
- Retirement Planning
- Investments
- Fixed Income
- Financial Services
- Equities
- Wealth Management
- Portfolio Optimization
- Retirement Plan Consulting
- Consultative Selling
- Defined Benefit
- Customer Service
- Selling
- Retirement
- Sales
- Financial Advisory
- Customer Relations
- Territory Development
- Territory Management
- Qualified Retirement Plans
- Defined Contribution
- Sales Prospecting
- Presentations
- Presentation Design
- Sales Presentations
- Presentation Coaching
- Practice Management
- Business Travel
- Morningstar
- Global Investment
- Continuing Education
- Modern Portfolio Theory
- Alternative Investments
- Securities
- Asset Management
- Financial Planning
- Economics
- Investment Advisory
- Investment Strategies
- Relationship Management
- Investment Selection
- Investment Research
- Coaching
- Account Management
- Team Building
- Quantitative Analytics
- Sales Management
- Sales & Marketing
- Uniform Combined State Law
- Series 63
- Series 7
- Finance
- Public Speaking
- Business Development
- Global Asset Management
- Sales and Marketing
Scott Kelley Summary
- Scott Kelley, based in Portland, OR, US, is currently a VP, Senior Retirement Consultant (DCIO) - Western US at Federated Hermes. Scott Kelley brings experience from previous roles at Bank of America and OppenheimerFunds. Scott Kelley holds a 1999 - 2003 BS in Business: Finance @ Oregon State University. With a robust skill set that includes Mutual Funds, Asset Allocation, 401k, Retirement Planning, Investments and more. Scott Kelley has 2 emails and 6 mobile phone numbers on RocketReach.
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