Matt Kelley
Head of Business Development - StoneX Wealth Management (a StoneX Group company)
- Role
- Head of Business Development - Stonex Wealth Management at StoneX Group Inc.
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Matt Kelley
StoneX Wealth Management is a leading registered investment advisory firm and independent…
Experience
Head of Business Development - Stonex Wealth Management
May 2013 — Present
Education
Thomas More University
Bachelor of Arts, Business Administration
1994
Skills
- Sales Management
- Iras
- Series 65
- Finance
- Retirement
- Strategic Financial Planning
- Management
- Financial Services
- Crm
- Securities
- Customer Relationship Management (Crm)
- New Business Development
- Sales
- 401k
- Mergers & Acquisitions
- Fixed Annuities
- Asset Management
- Investments
- Retirement Planning
- Finra
- Leadership
- Etfs
- Series 63
- Series 7
- Business Planning
- Series 6
- Strategy
- Insurance
- Series 24
- Portfolio Management
- Financial Planning
- Strategic Planning
- Relationship Management
- Recruiting
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Investment Advisory
- Alternative Investments
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