Daniel Kelly
- Role
- Raymond James
- Location
- Martinsburg, WV, US
- LinkedIn followers
- 500 followers
About Daniel Kelly
phone 44••••••25 Over 20 years experience working for…
Experience
Present
Education
College for Financial Planning
Masters of Science (MS), Financial Planning
1997 — 1999
Southern Connecticut State University
Bachelors of Science (BS), Economics
Skills
- Investments
- Financial Planning
- Business Development
- Wealth Management
- Project Management
- Problem Solving
- Strategic Financial Planning
- Business Analysis
- • Training & Development • Coaching & Mentoring
- Crm
- Retirement Planning
- Human Resources
- Coaching
- Seminar Presentations
- • Financial Advising & Consulting • Estate & Tax Planning
- Asset Management
- • Relationship Management • Employee Benefits Administration
- Asset Allocation
- Microsoft Office
- Financial Planners
- Estate Planning
- • Regulatory Compliance • Problem Resolution
- • Business Development
- Iras
- Management
- Team Building
- Insurance
- Financial Advisory
- Employee Benefits
- Strategic Planning
- Process Improvement
- Analysis
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