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Kelsy Phinney

Vice President - Senior Advisor Consultant @Franklin Templeton

Charlotte, NC, US
EMAILS
k••••••••@franklintempleton.com
MOBILE NUMBERS
+16•••••••13

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WORK HISTORY

Jan 2024 — Present

Vice President - Senior Advisor Consultant @Franklin Templeton

Charlotte, NC, US

EDUCATION

2000 — 2004

Saint Anselm College

BA, Finance & Economics

SKILLS

Alternative Investments401kEtfsAsset ManagmentAsset AllocationMutual FundsLinkedin TrainingAsset ManagementInvestmentsInsuranceWealth ManagementRetirement Planning

ABOUT KELSY PHINNEY

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