Kevin P Kelley is a skilled expert, that works in Reilly Financial Advisors on the position of Senior Vice President since 2011. This expert gained professional experience in more than four positions at different companies. Kevin P Kelley went to the Naval Postgraduate School and received education there from 1977 to 1978. La Mesa, California is the area, where the professional was known to be located. Their phone and email can be accessed through this website by request.
Name variants:
Kev Kelley
Last updated Jun 01, 2024
Contact Information
Last Update
Jun 27, 2022
Email
ke**@rfadvisors.com
Location
La Mesa, CA
Company
Reilly Financial Advisors
Workplace
Senior Vice President
Work History
Senior Vice President
Greater San Diego Area
As Senior Vice President of Wealth Management, Kevin worked closely with the team to ensure that Reilly Financial Advisors unique value proposition is being consistently disseminated across ...
from Jul 2011
Executive Director of Financial Planning
Provde Reilly Financial Advisors' clients specialized experience in financial, retirement, and estate planning, as well as knowledge of investment, trust and risk management issues.
Jul 2011 — Oct 2011
Executive Director, Trust and Wealth Management Services
Created and directed development of a unique, statewide trust and wealth management service.
Designed, developed, and successfully implemented a comprehensive marketing, sales and service st...
1999 — 2001
Regional Sales & Service Manager
Supervised the operation and growth of financial service centers in eight cities across the Western U.S.
Directed development of a regional seminar program, attaining the companys highest co...
1996 — 1998
Education
1977 — 1978
1965 — 1969
Occupations
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Skills
Wealth Management
Financial Planning
Sales Management