Erich Kelley

Improving the relationship between you and your money.

Role
Financial Planner at Sterling Total Wealth Solutions
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Erich Kelley

Do you control where your money goes or does your money control where you…

Experience

  1. Financial Planner

    Sterling Total Wealth Solutions

    Jul 2019 — Present · The Woodlands, TX, US

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Sterling Total Wealth Solutions and Cambridge are not affiliated.The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.We cannot accept trade orders through e-mail. Important letters, email, or fax messages should be confirmed by calling 28••••••29. This email service may not be monitored after normal business hours.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Education

  • San Jacinto College

    AA, Business Admin

    2004 — 2005

  • University of Houston-Clear Lake

    BS, Finance

    2005 — 2007

Skills

  • Microsoft Excel
  • Powerpoint
  • Quality Assurance
  • Analysis
  • Software Documentation
  • Sdlc
  • Root Cause Analysis
  • Solution Architecture
  • Military
  • Retirement Plan Consulting
  • Retirement Planning
  • Business Strategy
  • Troubleshooting
  • Process Improvement
  • Dod
  • Outsourcing
  • Project Delivery
  • Teamwork
  • Business Transformation
  • Customer Service
  • Human Resources
  • Security Clearance
  • Enterprise Architecture
  • Technical Writing
  • IT Outsourcing
  • Integration
  • Project Portfolio Management
  • Problem Solving
  • Business Analysis
  • Project Management
  • Software Project Management
  • Financial Services
  • Itil
  • Strategic Planning
  • Team Building
  • Management
  • Training
  • Testing
  • IT Service Management
  • Program Management

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Erich Kelley — Financial Planner at Sterling Total Wealth Solutions in Houston, TX, US | Unifers