David Kelp
Financial Advisor @Raymond James
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WORK HISTORY
Financial Advisor @Raymond James
San Francisco, CA, US
Associated with an independent financial advisor to help establish best practices and systems to efficiently grow their practice. This includes consulting with clients to develop a detailed and personalized goal based financial plan. Created customized spreadsheets and reports to monitor proprietary investment models for client portfolios and track performance metrics. Established tier based system to differentiate clients, allowing advisor to efficiently allocate time and energy towards greater revenue producing accounts. Streamlined system of periodic client reviews and portfolio performance reports to regularly evaluate progress towards client’s documented long-term financial goals.
EDUCATION
University of Rochester
Bachelor of Arts (B.A.), Economics and Political Science
SKILLS
ABOUT DAVID KELP
Adept finance professional with extensive experience in capital markets, public finance, and sales and trading. Highly effective in an environment of strong opposing views; skillfully builds relationships and presents ideas in a persuasive manner. Actively collaborates with investment bankers, relationship managers and sales associates to produce solutions that meet and exceed clients\' needs. Started a career at Bank of America in the middle office prior to being promoted to the public finance trading desk as a secondary trader, underwriter, TOB remarketing agent, and eventually the head of the auction rate securities desk. Recruited to MUFG Securities to start and build the public finance capital market practice with two other principals. Currently partnering with an independent financial advisor to help establish best practices and systems to efficiently grow their practice.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Elevon Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
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