Kelly Klein
Succession & Acquisition Planning Consultant @Raymond James
Tampa, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Oct 2023 — Present
Succession & Acquisition Planning Consultant @Raymond James
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EDUCATION
N/A
College for Financial Planning
CFP® Certification Professional Education Program, Issued August 2020
N/A
Notre Dame Academy, Park Hills, Kentucky
Diploma, High School
N/A
Certified Equity Professional Institute
Silicon Valley Executive Center, Leavey School of Business
N/A
Miami University
Minor, French Language
N/A
Miami University Farmer School of Business
Bachelor of Science (B.S.) Business, Marketing
ABOUT KELLY KLEIN
Succession & Acquisition Planning Consultant
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