David Kelley
Senior Business Analyst at Columbia Threadneedle Investments
- Role
- Senior Business Analyst at Columbia Threadneedle Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Business Analyst
Columbia Threadneedle Investments
Aug 2015 — Present · Boston, MA, US
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Microsoft Office
- Wealth Management
- Product Development
- Financial Services
- Research
- Securities
- Equities
- Series 6
- Retirement Planning
- Lipper
- Presentation Design
- Reporting & Analysis
- Morningstar
- Investments
- Asset Management
- Alternative Investments
- Separately Managed Accounts
- Bloomberg
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