Adam Kaelin
Associate Financial Representative @21five Capital Advisors
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WORK HISTORY
Associate Financial Representative @21five Capital Advisors
Louisville, KY, US
As an Associate Financial Representative, I work on behalf of clients to help them become better prepared and more organized for their financial future. As a full-service financial planning firm, 21Five can help anyone reach their personal financial goals, while better protecting their family and assets. Please reach out if you have any questions at all!
EDUCATION
University of Louisville College of Business
Bachelor's degree, Accounting and Finance
ABOUT ADAM KAELIN
I am an accounting and finance major with a focus on achieving personal and group goals. I find importance in making a positive difference in my community and the world around me.My experience ranges from corporate costing to university endowments and more. I am extremely well-versed with Microsoft Excel, Access, SAP, Power BI, and Oracle. My years of experience in both production and support capacities have prepared me to be an asset to any financial/accounting team. My strengths are: data analytics, accounting, cost accounting, inventory, ledgers, internal auditing, and corporate finance.I am passionate about helping others, making lifelong connections, and living to the fullest.
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