Kelly Bauerle
Senior Vice President, Business Development and Client Services @Easterly Asset Management
Denver, CO, US
EMAILS
k•••••••@easterlyam.com
MOBILE NUMBERS
+13•••••••38
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WORK HISTORY
Nov 2024 — Present
Senior Vice President, Business Development and Client Services @Easterly Asset Management
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Denver, CO, US
EDUCATION
1992 — 1995
Cottonwood High School
High School Diploma
1995 — 1999
University of Northern Colorado
BA
2001 — 2002
University of Cincinnati College of Business
MBA
SKILLS
Alternative InvestmentsSeries 7WholesaleFinancial ServicesCrmSecurities RegulationSecuritiesFixed AnnuitiesFinanceFinancial AdvisoryUniform Combined State LawSeries 63Series 66Mutual FundsTradingWholesalingSales ManagementFinancial PlanningClient Relationship BuildingAsset ManagementInvestmentsMbaSeries 24Series7Strategic Financial PlanningAnnuitiesRetirement Planning
ABOUT KELLY BAUERLE
Seasoned financial services expert with over 20 years of experience in retail and…
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