Edward Kelly
Oppenheimer & Co Inc @Oppenheimer & Co. Inc.
Pittsburgh, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
Oppenheimer & Co Inc @Oppenheimer & Co. Inc.
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EDUCATION
2004 — 2008
Saint Francis University
Bachelors
2011 — 2013
Saint Francis University
Masters
SKILLS
401(K) RolloversEstate Investment StrategiesFixed Income StrategiesWealth Management ServicesWealth-Preservation StrategiesRetirement-Plan ConsultingRelationship ManagementAsset AllocationRisk Management Strategies401k RolloversInvestment StrategiesRetirement SavingsInsuranceMultigenerational Wealth Transfer StrategiesDeferred Compensation Plans
ABOUT EDWARD KELLY
Client Focused Financial Advisor in the Pittsburgh Area. I am licensed in the following…
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