Kelly Smith has been working as a Partner in Vellum Financial, LLC since 2005. Additionally, Kelly has professional experience at one company using similar skills. Kelly has a total work experience of 20+ years. Kelly Smith studied at the California Polytechnic State University-San Luis Obispo from 1991 to 1993. Currently the person lives in San Luis Obispo, California region. Find this professional's current e-mail and phone through our search.
Name variants:
Kelley Smith,
Kellie Smith,
Kelli Smith
Last updated May 31, 2024
Contact Information
Last Update
Jul 1, 2022
Email
ks**@vellumfinancial.com
Location
San Luis Obispo, CA
Company
Workplace
Partner
San Luis Obispo, CA
Industry
Investment Management, Financial Services, Investment Advice and Other Allowable Bu, Investment Advisory Services, Sec Registered Investment Advisory Servi, Financial Advisor
Colleagues
Work History
Education
Occupations
Professor
School Principal
Executive
Chief Strategy Officer
Partner
Accountant
Finance and Accounting Specialist
School Administrator
Educational Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Business Development
Investments
Portfolio Management
Customer Service
Strategic Planning
Wealth Management
Asset Management
Finance
Mutual Funds
Financial Analysis
FAQs about Kelly Smith
What's the main profession of Kelly Smith?
The expert is a Principal - Chief Strategy Officer.
What are the profession of The professional?
These person's professions are Professor and School Principal
Where is Kelly Smith located?
The professional is located in San Luis Obispo, California.
What is the expert's email?
Kelly's email is ks**@vellumfinancial.com.
How many companies did Kelly Smith work at?
Kelly worked at one jobs.
Where has Kelly Smith studied?
Kelly studied at the California Polytechnic State University-San Luis Obispo from 1991 to 1993.
What is the industry that Kelly Smith worked in?
Kelly works in Financial Services industry.
Are there any professional skills Kelly Smith has?
This professional has such skills as Business Development, Investments, Portfolio Management, Customer Service, Strategic Planning, Wealth Management, Asset Management, Finance, and Mutual Funds.