Scott Kelley Email & Phone Number
VP, Senior Retirement Consultant (DCIO) - Western US @ Federated Investors
Scott Kelley's Location
United States
Scott Kelley's Work
- VP, Senior Retirement Consultant (DCIO) - Western US @ Federated Investors
- VP, Employee Benefits Specialist @ Bank of America
- Vice President, Senior Retirement Consultant (DCIO) - N.CA, OR, WA, ID, HI and AK @ OppenheimerFunds
- Regional Sales Representative - Covering Los Angeles, CA @ OppenheimerFunds
- Product Specialist - Covering the Northwest @ OppenheimerFunds
- Associate Financial Advisor @ Financial Services Company
- Branch Coverage Stockbroker @ Scottrade
- Intern @ Financial Services Company
Scott Kelley's Education
- Oregon State University
BS (Business: Finance)
1999 - 2003
Scott Kelley's Skills
- Asset Allocation
- Fixed Income
- Consultative Selling
- Portfolio Optimization
- Customer Relations
- 401k
- Territory Development
- Territory Management
- Retirement Plan Consulting
- Retirement Planning
Scott Kelley's Summary
Scott Kelley, based in United States, is currently a VP, Senior Retirement Consultant (DCIO) - Western US at Federated Hermes, bringing 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 Asset Allocation, Fixed Income, Consultative Selling, Portfolio Optimization, Customer Relations and more, Scott Kelley contributes valuable insights to the industry. Scott Kelley has 3 emails on RocketReach.
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