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
- 2022 -now VP, Senior Retirement Consultant (DCIO) - Western US @
- 2020 -2022 VP, Employee Benefits Specialist @
- 2010 -2019 Vice President, Senior Retirement Consultant (DCIO) - N.CA, OR, WA, ID, HI and AK @
- 2008 -2010 Regional Sales Representative - Covering Los Angeles, CA @
- 2007 -2008 Product Specialist - Covering the Northwest @
- 2006 -2006 Associate Financial Advisor @
- 2004 -2006 Branch Coverage Stockbroker @
- 2002 -2003 Intern @
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 3 emails and 6 mobile phone numbers on RocketReach.
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