Kelli Green
UHNW Relationship Manager at Vanguard
- Role
- Private Client Relationship Manager at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kelli Green
Trusted financial professional delivering exceptional and personalized service to give current and future clients the best chance for investment success.Specialties: FINRA (formerly NASD) Series 7, 63 and ChFC
Experience
Private Client Relationship Manager
Sep 2016 — Present · Charlotte, NC, US
Education
Radford University
BS, CRJU, PSYC, SW
1996 — 2000
The American College of Financial Services
ChFC, Charterd Financial Consultant
2009 — 2010
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