Spencer Kelly's Location
El Segundo, California, United States
Spencer Kelly's Work
- Owner, Principal and Financial Advisor @ Regatta Capital Group
- Investment Advisor @ Edward Jones
Spencer Kelly's Education
- Boston College
Bachelor of Science (Finance)
1995 - 1999
Spencer Kelly's Skills
- Investments
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Leadership
- Entrepreneurship
- Management
- Financial Services
- Investment Management
- Financial Planning
Spencer Kelly's Summary
Spencer Kelly, based in El Segundo, California, United States, is currently a Owner, Principal and Financial Advisor at Regatta Capital Group, bringing experience from previous roles at Edward Jones. Spencer Kelly holds a 1995 - 1999 Bachelor of Science in Finance @ Boston College. With a robust skill set that includes Investments, Wealth Management, Strategic Financial Planning, Retirement Planning, Leadership and more, Spencer Kelly contributes valuable insights to the industry. Spencer Kelly has 2 emails on RocketReach.
5 free lookups per month.
Not the Spencer Kelly you were looking for?
Find contact details for 700 million professionals.
Others Named Spencer Kelly
-
5+5+
-
11
-
2
-
1
-
12
People Like Spencer Kelly
-
View
Ryan Magill
Head of Global Business Development at Pillar Marketing Corporation
Los Angeles, CA, US41 -
ViewRoham Medifar
Senior Vice President, Credit Research Analyst at Western Alliance Bancorporation
Marina del Rey, CA, US52 -
41
-
53
-
42
-
21
Top Regatta Capital Group Employees
-
ViewRussell Mohberg
Managing Director and Chief Investment Officer at Regatta Capital Group
El Segundo, CA, US15+ -
View
Britt Joyce
Managing Partner, Financial Advisor, Co-Chief Investment Officer at Regatta Capital Group
Manhattan Beach, CA, US32 -
View
Nicholas Ozer
Managing Partner and Financial Advisor at Regatta Capital Group
Los Angeles, CA, US12 -
21
-
21
-
54
-
11
-
12
-
ViewSpencer Kelly
Owner, Principal and Financial Advisor at Regatta Capital Group
El Segundo, California, United States25+ -
ViewBritt Joyce
Financial Advisor, Co-Chief Investment Officer and Director of Investments and Foundations at Regatta Capital Group
Manhattan Beach, California, United States32 -
1
-
11
-
12
-
11
-
ViewGrace Yu
Research Analyst and Risk Manager at Regatta Capital Group
Los Angeles, California, United States2 -
View
Maria Toler
Client Services Associate at Regatta Capital Group
Scottsdale, Arizona, United States11 -
11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
